TIAA Trust, National Association’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

TIAA Trust, National Association’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	–	Sell	-3,326	Closed	-$219K	–	423
2025 Q4	$219K	Hold	3,326	–	–	﹤0.01%	643
2025 Q3	$222K	Sell	3,326 -230	-6%	-$15.1K	﹤0.01%	643
2025 Q2	$227K	Buy	+3,556	New	+$222K	﹤0.01%	607

Other funds holding CDC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

TIAA Trust, National Association's CDC Position: Q1 2026 in Review

TIAA Trust, National Association sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2026, closing a stake of 3,326 shares — an estimated $219K sold.

TIAA Trust, National Association first reported a position in CDC in Q2 2025 and held it in 3 quarters. The position peaked at $227K in Q2 2025. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

TIAA Trust, National Association reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 3,326 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $219K.
TIAA Trust, National Association first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2025 and held it in 3 quarters.
TIAA Trust, National Association's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $227K in Q2 2025.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.