Avantax Advisory Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Avantax Advisory Services’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	$1.57M	Sell	24,647 -5,905	-19%	-$369K	0.01%	918
2025 Q1	$2.01M	Sell	30,552 -18,105	-37%	-$1.17M	0.01%	739
2024 Q4	$3.04M	Sell	48,657 -7,812	-14%	-$507K	0.02%	555
2024 Q3	$3.67M	Sell	56,469 -21,597	-28%	-$1.34M	0.02%	487
2024 Q2	$4.57M	Sell	78,066 -144,036	-65%	-$8.46M	0.03%	400
2024 Q1	$13.2M	Sell	222,102 -80,046	-26%	-$4.53M	0.12%	132
2023 Q4	$17.1M	Sell	302,148 -80,434	-21%	-$4.5M	0.17%	101
2023 Q3	$21.4M	Sell	382,582 -19,987	-5%	-$1.14M	0.24%	60
2023 Q2	$23.2M	Sell	402,569 -2,854	-0.7%	-$168K	0.27%	56
2023 Q1	$24.6M	Sell	405,423 -61,882	-13%	-$3.87M	0.3%	43
2022 Q4	$29M	Buy	467,305 +37,717	+9%	+$2.36M	0.39%	29
2022 Q3	$25.5M	Buy	429,588 +62,493	+17%	+$4.15M	0.39%	30
2022 Q2	$24.3M	Buy	367,095 +54,817	+18%	+$3.83M	0.37%	34
2022 Q1	$22.4M	Buy	312,278 +281,903	+928%	+$19.8M	0.31%	43
2021 Q4	$2.11M	Buy	30,375 +25,315	+500%	+$1.7M	0.03%	357
2021 Q3	$326K	Hold	5,060	–	–	0.01%	888
2021 Q2	$327K	Hold	5,060	–	–	0.01%	867
2021 Q1	$315K	Hold	5,060	–	–	0.01%	788
2020 Q4	$272K	Hold	5,060	–	–	0.01%	766
2020 Q3	$240K	Hold	5,060	–	–	﹤0.01%	1137
2020 Q2	$236K	Hold	5,060	–	–	0.01%	726
2020 Q1	$209K	Hold	5,060	–	–	0.01%	704
2019 Q4	$248K	Hold	5,060	–	–	0.01%	700
2019 Q3	$235K	Hold	5,060	–	–	0.01%	495
2019 Q2	$230K	Hold	5,060	–	–	0.01%	451
2019 Q1	$225K	Hold	5,060	–	–	0.01%	429
2018 Q4	$214K	Buy	+5,060	New	+$230K	0.04%	362

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

Avantax Advisory Services's CDC Position: Q2 2025 in Review

Avantax Advisory Services reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 19% in Q2 2025, selling an estimated $369K and leaving 24,647 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #918.

Avantax Advisory Services first reported a position in CDC in Q4 2018 and has held it in 27 quarters since. The position peaked at $29M in Q4 2022. 97 funds tracked by Wall St. Rank hold CDC as of Q2 2025.

Avantax Advisory Services held 24,647 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.57M as of Q2 2025.
Avantax Advisory Services sold 5,905 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $369K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #918 holding.
Avantax Advisory Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $29M 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.