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