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	–	866
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	–	–	0.09%	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 $1.66T 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return