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

AmeriFlex 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
2025 Q3	–	Sell	-6,096	Closed	-$386K	–	1115
2025 Q2	$386K	Buy	6,096 +15	+0.2%	+$936	0.2%	100
2025 Q1	$400K	Sell	6,081 -121	-2%	-$7.79K	0.16%	131
2024 Q4	$399K	Buy	+6,202	New	+$403K	0.18%	120

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

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

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

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

AmeriFlex Group's CDC Position: Q3 2025 in Review

AmeriFlex Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2025, closing a stake of 6,096 shares — an estimated $386K sold.

AmeriFlex Group first reported a position in CDC in Q4 2024 and held it in 3 quarters. The position peaked at $400K in Q1 2025. 97 funds tracked by Wall St. Rank hold CDC as of Q3 2025.

AmeriFlex Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 6,096 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2025, an estimated $386K.
AmeriFlex Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $400K in Q1 2025.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.