Axis Wealth Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Axis Wealth Partners’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
2026 Q2	$762K	Sell	10,242 -653	-6%	-$47.5K	0.37%	70
2026 Q1	$778K	Sell	10,895 -407	-4%	-$28.8K	0.41%	68
2025 Q4	$745K	Sell	11,302 -436	-4%	-$28.8K	0.41%	66
2025 Q3	$783K	Sell	11,738 -1,325	-10%	-$86.8K	0.46%	60
2025 Q2	$832K	Sell	13,063 -131	-1%	-$8.18K	0.55%	54
2025 Q1	$867K	Sell	13,194 -366	-3%	-$23.6K	0.64%	47
2024 Q4	$849K	Buy	+13,560	New	+$880K	0.72%	42

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Axis Wealth Partners's CDC Position: Q2 2026 in Review

Axis Wealth Partners reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 6% in Q2 2026, selling an estimated $47.5K and leaving 10,242 shares worth $762K. The position accounts for 0.37% of the portfolio, ranked #70.

Axis Wealth Partners first reported a position in CDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $867K in Q1 2025. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Axis Wealth Partners held 10,242 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $762K as of Q2 2026.
Axis Wealth Partners sold 653 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $47.5K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.37% of Axis Wealth Partners's portfolio in Q2 2026, its #70 holding.
Axis Wealth Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $867K in Q1 2025.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.