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	–	1985
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 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 Wealth Solutions's CDC Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2025: 7,442 shares worth $474K. The stake represents 0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in CDC as recently as Q3 2024.

Atria Wealth Solutions first reported a position in CDC in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.33M in Q1 2023. 97 funds tracked by Wall St. Rank hold CDC as of Q2 2025.

Atria Wealth Solutions held 7,442 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $474K as of Q2 2025.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF was a new Atria Wealth Solutions position in Q2 2025.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #940 holding.
Atria Wealth Solutions first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.33M in Q1 2023.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.