Spectrum Wealth Advisory Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio CDC Stock Details CDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6K	Buy	+264	New	+$19.2K	0.01%	206
2019 Q3	–	Sell	-9,906	Closed	-$451K	–	27
2019 Q2	$451K	Sell	9,906 -50,447	-84%	-$2.27M	0.92%	21
2019 Q1	$2.69M	Buy	+60,353	New	+$2.64M	4.2%	10

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Spectrum Wealth Advisory Group's CDC Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2026: 264 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in CDC as recently as Q2 2019.

Spectrum Wealth Advisory Group first reported a position in CDC in Q1 2019 and has held it in 3 quarters since. The position peaked at $2.69M in Q1 2019. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Spectrum Wealth Advisory Group held 264 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $19.6K as of Q2 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #206 holding.
Spectrum Wealth Advisory Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2019 and has held it in 3 quarters since.
Spectrum Wealth Advisory Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.69M in Q1 2019.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.