AWM
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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 – 995
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return