Atria Investments’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Atria 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 Q2	–	Sell	-5,552	Closed	-$365K	–	1997
2025 Q1	$365K	Sell	5,552 -17	-0.3%	-$1.09K	﹤0.01%	1509
2024 Q4	$349K	Buy	5,569 +51	+0.9%	+$3.31K	﹤0.01%	1514
2024 Q3	$359K	Buy	5,518 +37	+0.7%	+$2.29K	﹤0.01%	1516
2024 Q2	$321K	Buy	+5,481	New	+$322K	﹤0.01%	1550
2023 Q3	–	Sell	-91,862	Closed	-$5.29M	–	847
2023 Q2	$5.29M	Sell	91,862 -1,043	-1%	-$61.4K	0.1%	252
2023 Q1	$5.63M	Buy	92,905 +590	+0.6%	+$36.9K	0.11%	230
2022 Q4	$5.73M	Buy	92,315 +21,353	+30%	+$1.33M	0.12%	220
2022 Q3	$4.21M	Buy	70,962 +24,901	+54%	+$1.65M	0.09%	271
2022 Q2	$3.04M	Buy	+46,061	New	+$3.22M	0.06%	372

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

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

Atria Investments's CDC Position: Q2 2025 in Review

Atria Investments sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2025, closing a stake of 5,552 shares — an estimated $365K sold.

Atria Investments first reported a position in CDC in Q2 2022 and held it in 9 quarters. The position peaked at $5.73M in Q4 2022. 97 funds tracked by Wall St. Rank hold CDC as of Q2 2025.

Atria Investments reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 5,552 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $365K.
Atria Investments first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 9 quarters.
Atria Investments's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $5.73M in Q4 2022.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.