Stifel Financial’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Stifel Financial’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	$1.77M	Sell	23,839 -8,397	-26%	-$611K	﹤0.01%	2176
2026 Q1	$2.3M	Sell	32,236 -46	-0.1%	-$3.25K	﹤0.01%	1862
2025 Q4	$2.13M	Sell	32,282 -3,229	-9%	-$213K	﹤0.01%	1886
2025 Q3	$2.37M	Sell	35,511 -37,150	-51%	-$2.43M	﹤0.01%	1789
2025 Q2	$4.63M	Buy	72,661 +3,054	+4%	+$191K	﹤0.01%	1292
2025 Q1	$4.57M	Sell	69,607 -4,735	-6%	-$305K	﹤0.01%	1236
2024 Q4	$4.65M	Sell	74,342 -7,472	-9%	-$485K	﹤0.01%	1243
2024 Q3	$5.32M	Sell	81,814 -3,654	-4%	-$226K	0.01%	1170
2024 Q2	$5.01M	Sell	85,468 -10,379	-11%	-$609K	0.01%	1129
2024 Q1	$5.71M	Sell	95,847 -18,091	-16%	-$1.02M	0.01%	1070
2023 Q4	$6.45M	Sell	113,938 -6,193	-5%	-$346K	0.01%	971
2023 Q3	$6.71M	Sell	120,131 -110,957	-48%	-$6.31M	0.01%	892
2023 Q2	$13.3M	Sell	231,088 -32,394	-12%	-$1.91M	0.02%	604
2023 Q1	$16M	Sell	263,482 -17	-0%	-$1.06K	0.02%	523
2022 Q4	$16.4M	Sell	263,499 -37,853	-13%	-$2.37M	0.02%	507
2022 Q3	$17.9M	Sell	301,352 -3,831	-1%	-$255K	0.03%	462
2022 Q2	$20.2M	Buy	305,183 +15,821	+5%	+$1.11M	0.03%	447
2022 Q1	$20.8M	Buy	289,362 +5,970	+2%	+$418K	0.03%	496
2021 Q4	$19.7M	Buy	283,392 +9,006	+3%	+$605K	0.03%	513
2021 Q3	$17.7M	Buy	274,386 +7,980	+3%	+$523K	0.03%	514
2021 Q2	$17.2M	Buy	266,406 +5,032	+2%	+$327K	0.03%	510
2021 Q1	$16.3M	Buy	261,374 +3,892	+2%	+$225K	0.03%	499
2020 Q4	$13.9M	Buy	257,482 +7,896	+3%	+$404K	0.02%	499
2020 Q3	$11.8M	Buy	249,586 +3,558	+1%	+$170K	0.02%	491
2020 Q2	$11.5M	Sell	246,028 -15,867	-6%	-$724K	0.03%	474
2020 Q1	$10.8M	Buy	261,895 +3,453	+1%	+$158K	0.03%	427
2019 Q4	$12.7M	Sell	258,442 -13,688	-5%	-$649K	0.03%	511
2019 Q3	$12.7M	Sell	272,130 -32,644	-11%	-$1.48M	0.03%	469
2019 Q2	$13.9M	Buy	304,774 +107,769	+55%	+$4.85M	0.04%	453
2019 Q1	$8.76M	Buy	197,005 +28,473	+17%	+$1.24M	0.02%	585
2018 Q4	$7.13M	Sell	168,532 -31,390	-16%	-$1.43M	0.02%	602
2018 Q3	$9.46M	Buy	199,922 +22,563	+13%	+$1.07M	0.03%	563
2018 Q2	$8.22M	Sell	177,359 -3,572	-2%	-$163K	0.03%	610
2018 Q1	$8.2M	Buy	180,931 +17,723	+11%	+$820K	0.03%	609
2017 Q4	$7.58M	Buy	163,208 +28,908	+22%	+$1.32M	0.02%	621
2017 Q3	$5.96M	Buy	134,300 +8,487	+7%	+$371K	0.02%	674
2017 Q2	$5.45M	Buy	125,813 +23,142	+23%	+$998K	0.02%	684
2017 Q1	$4.4M	Buy	102,671 +28,075	+38%	+$1.19M	0.02%	751
2016 Q4	$3.08M	Buy	74,596 +40,956	+122%	+$1.64M	0.01%	855
2016 Q3	$1.34M	Buy	33,640 +11,630	+53%	+$460K	0.01%	1179
2016 Q2	$847K	Buy	+22,010	New	+$830K	﹤0.01%	1445

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

Stifel Financial's CDC Position: Q2 2026 in Review

Stifel Financial reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 26% in Q2 2026, selling an estimated $611K and leaving 23,839 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Stifel Financial first reported a position in CDC in Q2 2016 and has held it in 41 quarters since. The position peaked at $20.8M in Q1 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Stifel Financial held 23,839 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.77M as of Q2 2026.
Stifel Financial sold 8,397 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $611K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2176 holding.
Stifel Financial first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2016 and has held it in 41 quarters since.
Stifel Financial's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $20.8M in Q1 2022.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.