Advisory Alpha’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Advisory Alpha’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	$331K	Buy	4,629 +105	+2%	+$7.42K	0.01%	435
2025 Q4	$298K	Buy	4,524 +173	+4%	+$11.4K	0.01%	424
2025 Q3	$289K	Sell	4,351 -247	-5%	-$16.2K	0.01%	425
2025 Q2	$293K	Sell	4,598 -3	-0.1%	-$187	0.01%	375
2025 Q1	$302K	Buy	4,601 +207	+5%	+$13.3K	0.01%	346
2024 Q4	$275K	Sell	4,394 -1	-0%	-$65	0.01%	342
2024 Q3	$286K	Sell	4,395 -122	-3%	-$7.56K	0.01%	317
2024 Q2	$265K	Sell	4,517 -92	-2%	-$5.4K	0.01%	314
2024 Q1	$274K	Sell	4,609 -277	-6%	-$15.7K	0.01%	319
2023 Q4	$276K	Sell	4,886 -719	-13%	-$40.2K	0.01%	273
2023 Q3	$313K	Sell	5,605 -327	-6%	-$18.6K	0.02%	231
2023 Q2	$342K	Sell	5,932 -4,837	-45%	-$285K	0.02%	246
2023 Q1	$653K	Buy	10,769 +794	+8%	+$49.7K	0.04%	156
2022 Q4	$619K	Sell	9,975 -3,413	-25%	-$213K	0.04%	145
2022 Q3	$795K	Buy	13,388 +2,390	+22%	+$159K	0.06%	117
2022 Q2	$727K	Buy	10,998 +2,930	+36%	+$205K	0.05%	122
2022 Q1	$580K	Buy	8,068 +1,333	+20%	+$93.4K	0.04%	163
2021 Q4	$469K	Buy	+6,735	New	+$453K	0.03%	183

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Alpha's CDC Position: Q1 2026 in Review

Advisory Alpha increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 2.3% in Q1 2026, buying an estimated $7.42K and bringing the position to 4,629 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #435.

Advisory Alpha first reported a position in CDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $795K in Q3 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Advisory Alpha held 4,629 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $331K as of Q1 2026.
Advisory Alpha bought 105 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $7.42K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #435 holding.
Advisory Alpha first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 18 quarters since.
Advisory Alpha's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $795K in Q3 2022.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.