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

Atria Wealth Solutions’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 		$474K Buy
+7,442
New +$465K 0.01% 940
2024
Q4 		– Sell
-5,825
Closed -$379K – 1986
2024
Q3 		$379K Hold
5,825
– – ﹤0.01% 1379
2024
Q2 		$341K Sell
5,825
-1,332
-19% -$78.2K ﹤0.01% 1437
2024
Q1 		$426K Sell
7,157
-5,704
-44% -$323K ﹤0.01% 1341
2023
Q4 		$728K Buy
12,861
+3,490
+37% +$195K 0.01% 1017
2023
Q3 		$523K Sell
9,371
-1,970
-17% -$112K 0.01% 1108
2023
Q2 		$653K Sell
11,341
-10,612
-48% -$624K 0.01% 1034
2023
Q1 		$1.33M Buy
21,953
+2,149
+11% +$134K 0.02% 698
2022
Q4 		$1.23M Buy
19,804
+2,240
+13% +$140K 0.02% 668
2022
Q3 		$1.04M Buy
17,564
+1,064
+6% +$70.7K 0.02% 699
2022
Q2 		$1.09M Buy
16,500
+1,970
+14% +$138K 0.02% 657
2022
Q1 		$1.04M Buy
+14,530
New +$1.02M 0.02% 713

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
LPL Financial
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return