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Sunbelt Securities’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Sunbelt Securities’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
Q1 		$11.1K Hold
155
– – ﹤0.01% 1473
2025
Q4 		$10.2K Hold
155
– – ﹤0.01% 1429
2025
Q3 		$10.3K Sell
155
-158
-50% -$10.3K ﹤0.01% 1433
2025
Q2 		$19.6K Buy
313
+125
+66% +$7.8K ﹤0.01% 1178
2025
Q1 		$12.4K Sell
188
-125
-40% -$8.05K ﹤0.01% 1228
2024
Q4 		$19.5K Hold
313
– – ﹤0.01% 1178
2024
Q3 		$20.3K Sell
313
-526
-63% -$32.6K ﹤0.01% 1166
2024
Q2 		$49.1K Sell
839
-1,785
-68% -$105K 0.01% 905
2024
Q1 		$156K Sell
2,624
-4,729
-64% -$267K 0.02% 603
2023
Q4 		$416K Sell
7,353
-3,336
-31% -$186K 0.05% 345
2023
Q3 		$597K Sell
10,689
-1,155
-10% -$65.7K 0.08% 246
2023
Q2 		$682K Sell
11,844
-870
-7% -$51.2K 0.1% 223
2023
Q1 		$764K Sell
12,714
-212
-2% -$13.3K 0.12% 185
2022
Q4 		$802K Buy
12,926
+214
+2% +$13.4K 0.16% 163
2022
Q3 		$755K Buy
12,712
+83
+0.7% +$5.51K 0.16% 164
2022
Q2 		$835K Buy
12,629
+169
+1% +$11.8K 0.18% 142
2022
Q1 		$904K Buy
12,460
+619
+5% +$43.4K 0.17% 157
2021
Q4 		$837K Buy
11,841
+115
+1% +$7.73K 0.14% 181
2021
Q3 		$757K Hold
11,726
– – 0.14% 181
2021
Q2 		$757K Buy
11,726
+510
+5% +$33.2K 0.14% 181
2021
Q1 		$699K Buy
11,216
+365
+3% +$21.1K 0.14% 187
2020
Q4 		$584K Buy
10,851
+1,057
+11% +$54.1K 0.12% 203
2020
Q3 		$464K Buy
9,794
+771
+9% +$36.8K 0.13% 201
2020
Q2 		$420K Buy
9,023
+1,576
+21% +$71.9K 0.14% 180
2020
Q1 		$308K Sell
7,447
-3,339
-31% -$153K 0.01% 301
2019
Q4 		$529K Buy
10,786
+130
+1% +$6.16K 0.06% 302
2019
Q3 		$496K Buy
+10,656
New +$485K 0.06% 299

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's CDC Position: Q1 2026 in Review

Sunbelt Securities held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q1 2026 at 155 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Sunbelt Securities first reported a position in CDC in Q3 2019 and has held it in 27 quarters since. The position peaked at $904K in Q1 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Sunbelt Securities held 155 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $11.1K as of Q1 2026.
  • Sunbelt Securities left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1473 holding.
  • Sunbelt Securities first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $904K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.