Steward Partners Investment Advisory’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Steward Partners Investment Advisory’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	$394K	Buy	5,300 +81	+2%	+$5.89K	﹤0.01%	1848
2026 Q1	$373K	Buy	5,219 +2	+0%	+$141	﹤0.01%	1676
2025 Q4	$344K	Buy	5,217 +4	+0.1%	+$264	﹤0.01%	1633
2025 Q3	$348K	Sell	5,213 -214	-4%	-$14K	﹤0.01%	1574
2025 Q2	$346K	Sell	5,427 -207	-4%	-$12.9K	﹤0.01%	1486
2025 Q1	$370K	Buy	5,634 +2	+0%	+$129	﹤0.01%	1350
2024 Q4	$352K	Sell	5,632 -96	-2%	-$6.23K	﹤0.01%	1322
2024 Q3	$372K	Buy	5,728 +3	+0.1%	+$186	﹤0.01%	1240
2024 Q2	$335K	Sell	5,725 -717	-11%	-$42.1K	﹤0.01%	1234
2024 Q1	$384K	Sell	6,442 -233	-3%	-$13.2K	﹤0.01%	1163
2023 Q4	$378K	Sell	6,675 -194	-3%	-$10.8K	0.01%	1121
2023 Q3	$384K	Sell	6,869 -18,461	-73%	-$1.05M	0.01%	1023
2023 Q2	$1.46M	Sell	25,330 -4,826	-16%	-$284K	0.02%	567
2023 Q1	$1.83M	Buy	30,156 +1,322	+5%	+$82.7K	0.03%	485
2022 Q4	$1.79M	Buy	28,834 +1,204	+4%	+$75.2K	0.03%	484
2022 Q3	$1.64M	Buy	27,630 +7,874	+40%	+$523K	0.03%	486
2022 Q2	$1.31M	Buy	19,756 +2,208	+13%	+$154K	0.02%	558
2022 Q1	$1.26M	Sell	17,548 -1,067	-6%	-$74.8K	0.02%	619
2021 Q4	$1.3M	Buy	18,615 +1,305	+8%	+$87.7K	0.02%	617
2021 Q3	$1.11M	Buy	17,310 +1,024	+6%	+$67.1K	0.02%	626
2021 Q2	$1.05M	Sell	16,286 -948	-6%	-$61.7K	0.02%	642
2021 Q1	$1.07M	Buy	17,234 +3,694	+27%	+$213K	0.02%	620
2020 Q4	$729K	Buy	13,540 +4,457	+49%	+$228K	0.02%	657
2020 Q3	$431K	Buy	9,083 +7,158	+372%	+$342K	0.01%	710
2020 Q2	$90K	Buy	+1,925	New	+$87.8K	﹤0.01%	1195

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Steward Partners Investment Advisory's CDC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1.6% in Q2 2026, buying an estimated $5.89K and bringing the position to 5,300 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Steward Partners Investment Advisory first reported a position in CDC in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.83M in Q1 2023. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Steward Partners Investment Advisory held 5,300 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $394K as of Q2 2026.
Steward Partners Investment Advisory bought 81 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $5.89K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1848 holding.
Steward Partners Investment Advisory first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2020 and has held it in 25 quarters since.
Steward Partners Investment Advisory's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.83M in Q1 2023.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.