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Baker Avenue Asset Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-3,500
Closed -$234K – 637
2025
Q3 		$234K Buy
+3,500
New +$229K 0.01% 548

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LPL Financial
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SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baker Avenue Asset Management's CDC Position: Q4 2025 in Review

Baker Avenue Asset Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2025, closing a stake of 3,500 shares — an estimated $234K sold.

Baker Avenue Asset Management first reported a position in CDC in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2025.

  • Baker Avenue Asset Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 3,500 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2025, an estimated $234K.
  • Baker Avenue Asset Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2025 and held it in 1 quarter.
  • Baker Avenue Asset Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $234K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Baker Avenue Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.