ACI
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Alpha Cubed Investments’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Alpha Cubed Investments’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
2025
Q1 		– Sell
-5,127
Closed -$321K – 304
2024
Q4 		$321K Sell
5,127
-428
-8% -$27.8K 0.01% 197
2024
Q3 		$361K Sell
5,555
-2,307
-29% -$143K 0.02% 185
2024
Q2 		$460K Hold
7,862
– – 0.02% 162
2024
Q1 		$468K Sell
7,862
-8,150
-51% -$461K 0.02% 160
2023
Q4 		$906K Sell
16,012
-308
-2% -$17.2K 0.05% 124
2023
Q3 		$912K Hold
16,320
– – 0.06% 109
2023
Q2 		$940K Sell
16,320
-174
-1% -$10.2K 0.06% 111
2023
Q1 		$1,000K Buy
16,494
+2,295
+16% +$144K 0.07% 106
2022
Q4 		$881K Buy
14,199
+138
+1% +$8.62K 0.07% 124
2022
Q3 		$835K Buy
14,061
+6,002
+74% +$399K 0.07% 117
2022
Q2 		$533K Buy
+8,059
New +$563K 0.04% 161

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return