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

Axxcess 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
2024 Q4	–	Sell	-13,485	Closed	-$876K	–	865
2024 Q3	$876K	Hold	13,485	–	–	0.02%	417
2024 Q2	$790K	Hold	13,485	–	–	0.02%	426
2024 Q1	$803K	Hold	13,485	–	–	0.02%	424
2023 Q4	$763K	Hold	13,485	–	–	0.02%	412
2023 Q3	$753K	Hold	13,485	–	–	0.03%	369
2023 Q2	$777K	Hold	13,485	–	–	0.06%	266
2023 Q1	$817K	Hold	13,485	–	–	0.06%	266
2022 Q4	$837K	Hold	13,485	–	–	0.07%	257
2022 Q3	$800K	Hold	13,485	–	–	0.08%	226
2022 Q2	$891K	Hold	13,485	–	–	0.08%	204
2022 Q1	$969K	Hold	13,485	–	–	0.08%	223
2021 Q4	$939K	Buy	+13,485	New	+$906K	0.07%	222

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Axxcess Wealth Management's CDC Position: Q4 2024 in Review

Axxcess Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2024, closing a stake of 13,485 shares — an estimated $876K sold.

Axxcess Wealth Management first reported a position in CDC in Q4 2021 and held it in 12 quarters. The position peaked at $969K in Q1 2022. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2024.

Axxcess Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 13,485 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2024, an estimated $876K.
Axxcess Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and held it in 12 quarters.
Axxcess Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $969K in Q1 2022.
98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.