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 $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return