UBS Group
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UBS Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

UBS 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 		$8.91M Buy
119,744
+13,370
+13% +$973K ﹤0.01% 3576
2026
Q1 		$7.6M Buy
106,374
+1,458
+1% +$103K ﹤0.01% 3634
2025
Q4 		$6.91M Buy
104,916
+957
+0.9% +$63.2K ﹤0.01% 3695
2025
Q3 		$6.94M Sell
103,959
-2,125
-2% -$139K ﹤0.01% 3692
2025
Q2 		$6.76M Sell
106,084
-34,234
-24% -$2.14M ﹤0.01% 3549
2025
Q1 		$9.22M Buy
140,318
+24,772
+21% +$1.59M ﹤0.01% 3119
2024
Q4 		$7.23M Buy
115,546
+1,560
+1% +$101K ﹤0.01% 3417
2024
Q3 		$7.41M Sell
113,986
-17,235
-13% -$1.07M ﹤0.01% 2668
2024
Q2 		$7.68M Sell
131,221
-124,361
-49% -$7.3M ﹤0.01% 2458
2024
Q1 		$15.2M Sell
255,582
-91,925
-26% -$5.2M ﹤0.01% 1913
2023
Q4 		$19.7M Sell
347,507
-114,528
-25% -$6.4M 0.01% 1598
2023
Q3 		$25.8M Sell
462,035
-113,656
-20% -$6.46M 0.01% 1290
2023
Q2 		$33.2M Buy
575,691
+79,640
+16% +$4.69M 0.01% 1068
2023
Q1 		$30.1M Sell
496,051
-16,160
-3% -$1.01M 0.01% 1091
2022
Q4 		$31.8M Sell
512,211
-29,911
-6% -$1.87M 0.01% 1096
2022
Q3 		$32.2M Buy
542,122
+185,082
+52% +$12.3M 0.01% 956
2022
Q2 		$23.6M Buy
357,040
+53,146
+17% +$3.71M 0.01% 1203
2022
Q1 		$21.8M Buy
303,894
+263,895
+660% +$18.5M 0.01% 1347
2021
Q4 		$2.78M Sell
39,999
-7,091
-15% -$477K ﹤0.01% 3437
2021
Q3 		$3.03M Buy
47,090
+6,966
+17% +$456K ﹤0.01% 3194
2021
Q2 		$2.59M Buy
40,124
+2,220
+6% +$144K ﹤0.01% 3324
2021
Q1 		$2.36M Buy
37,904
+3,390
+10% +$196K ﹤0.01% 3397
2020
Q4 		$1.86M Sell
34,514
-12,783
-27% -$654K ﹤0.01% 3465
2020
Q3 		$2.24M Sell
47,297
-5,281
-10% -$252K ﹤0.01% 2943
2020
Q2 		$2.45M Sell
52,578
-10,080
-16% -$460K ﹤0.01% 2684
2020
Q1 		$2.59M Sell
62,658
-57,509
-48% -$2.64M ﹤0.01% 2515
2019
Q4 		$5.89M Buy
120,167
+9,865
+9% +$468K ﹤0.01% 2461
2019
Q3 		$5.13M Sell
110,302
-39,362
-26% -$1.79M ﹤0.01% 2362
2019
Q2 		$6.82M Sell
149,664
-111,042
-43% -$4.99M ﹤0.01% 2072
2019
Q1 		$11.6M Sell
260,706
-439,998
-63% -$19.2M ﹤0.01% 1553
2018
Q4 		$29.7M Sell
700,704
-45,368
-6% -$2.06M 0.01% 840
2018
Q3 		$35.3M Buy
746,072
+212,172
+40% +$10.1M 0.01% 847
2018
Q2 		$24.7M Sell
533,900
-29,620
-5% -$1.36M 0.01% 1034
2018
Q1 		$25.6M Sell
563,520
-161,776
-22% -$7.48M 0.01% 995
2017
Q4 		$33.7M Sell
725,296
-6,543
-0.9% -$298K 0.01% 864
2017
Q3 		$32.5M Buy
731,839
+213,164
+41% +$9.32M 0.02% 832
2017
Q2 		$22.5M Sell
518,675
-17,248
-3% -$743K 0.01% 983
2017
Q1 		$23M Buy
535,923
+164,192
+44% +$6.93M 0.01% 947
2016
Q4 		$15.4M Buy
371,731
+346,976
+1,402% +$13.9M 0.01% 1199
2016
Q3 		$982K Buy
24,755
+23,222
+1,515% +$918K ﹤0.01% 3445
2016
Q2 		$59K Buy
1,533
+1,283
+513% +$48.4K ﹤0.01% 5390
2016
Q1 		$9K Buy
+250
New +$8.85K ﹤0.01% 6708
2015
Q4 		– Sell
-65
Closed -$2K – 8351
2015
Q3 		$2K Hold
65
– – ﹤0.01% 8066
2015
Q2 		$2K Hold
65
– – ﹤0.01% 8178
2015
Q1 		$2K Sell
65
-69
-51% -$2.52K ﹤0.01% 8430
2014
Q4 		$5K Buy
+134
New +$4.79K ﹤0.01% 8953

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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

UBS Group's CDC Position: Q2 2026 in Review

UBS Group increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 13% in Q2 2026, buying an estimated $973K and bringing the position to 119,744 shares worth $8.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

UBS Group first reported a position in CDC in Q4 2014 and has held it in 46 quarters since. The position peaked at $35.3M in Q3 2018. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • UBS Group held 119,744 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $8.91M as of Q2 2026.
  • UBS Group bought 13,370 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $973K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3576 holding.
  • UBS Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $35.3M in Q3 2018.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.