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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alpha Cubed Investments's CDC Position: Q1 2025 in Review

Alpha Cubed Investments sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2025, closing a stake of 5,127 shares — an estimated $321K sold.

Alpha Cubed Investments first reported a position in CDC in Q2 2022 and held it in 11 quarters. The position peaked at $1,000K in Q1 2023. 102 funds tracked by Wall St. Rank hold CDC as of Q1 2025.

Alpha Cubed Investments reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
Alpha Cubed Investments sold 5,127 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2025, an estimated $321K.
Alpha Cubed Investments first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 11 quarters.
Alpha Cubed Investments's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1,000K in Q1 2023.
102 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2025.

Based on Alpha Cubed Investments's 13F filing for Q1 2025, filed 30 Apr 2025.