Aptus Capital Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Aptus Capital Advisors’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	–	Sell	-63	Closed	-$4.5K	–	1797
2026 Q1	$4.5K	Hold	63	–	–	﹤0.01%	1574
2025 Q4	$4.15K	Sell	63 -175	-74%	-$11.6K	﹤0.01%	1566
2025 Q3	$15.9K	Sell	238 -10	-4%	-$655	﹤0.01%	1384
2025 Q2	$15.8K	Buy	248 +2	+0.8%	+$125	﹤0.01%	1322
2025 Q1	$16.2K	Sell	246 -827	-77%	-$53.2K	﹤0.01%	1239
2024 Q4	$67.1K	Sell	1,073 -90	-8%	-$5.84K	﹤0.01%	1064
2024 Q3	$75.6K	Sell	1,163 -144	-11%	-$8.92K	﹤0.01%	889
2024 Q2	$76.5K	Sell	1,307 -666	-34%	-$39.1K	﹤0.01%	847
2024 Q1	$117K	Buy	+1,973	New	+$112K	﹤0.01%	801

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Aptus Capital Advisors's CDC Position: Q2 2026 in Review

Aptus Capital Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2026, closing a stake of 63 shares — an estimated $4.5K sold.

Aptus Capital Advisors first reported a position in CDC in Q1 2024 and held it in 9 quarters. The position peaked at $117K in Q1 2024. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Aptus Capital Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2026 after selling out during the quarter.
Aptus Capital Advisors sold 63 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $4.5K.
Aptus Capital Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2024 and held it in 9 quarters.
Aptus Capital Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $117K in Q1 2024.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.