Avior Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-850	Closed	-$53.2K	–	994
2024 Q4	$53.2K	Hold	850	–	–	﹤0.01%	1125
2024 Q3	$55.2K	Hold	850	–	–	﹤0.01%	1081
2024 Q2	$49.8K	Hold	850	–	–	﹤0.01%	1089
2024 Q1	$50.6K	Sell	850 -2,575	-75%	-$146K	﹤0.01%	1228
2023 Q4	$194K	Sell	3,425 -1,510	-31%	-$84.4K	0.01%	526
2023 Q3	$276K	Sell	4,935 -6,480	-57%	-$369K	0.02%	463
2023 Q2	$658K	Sell	11,415 -850	-7%	-$50K	0.04%	280
2023 Q1	$744K	Sell	12,265 -300	-2%	-$18.8K	0.05%	245
2022 Q4	$780K	Hold	12,565	–	–	0.06%	221
2022 Q3	$745K	Hold	12,565	–	–	0.06%	208
2022 Q2	$830K	Buy	12,565 +100	+0.8%	+$6.99K	0.08%	170
2022 Q1	$895K	Sell	12,465 -100	-0.8%	-$7.01K	0.08%	179
2021 Q4	$874K	Buy	+12,565	New	+$844K	0.07%	221

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avior Wealth Management's CDC Position: Q1 2025 in Review

Avior Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2025, closing a stake of 850 shares — an estimated $53.2K sold.

Avior Wealth Management first reported a position in CDC in Q4 2021 and held it in 13 quarters. The position peaked at $895K in Q1 2022. 102 funds tracked by Wall St. Rank hold CDC as of Q1 2025.

Avior Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 850 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2025, an estimated $53.2K.
Avior Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and held it in 13 quarters.
Avior Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $895K in Q1 2022.
102 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.