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Beta Wealth Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Beta Wealth Group’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
Q2 		– Sell
-63,055
Closed -$4.14M – 107
2025
Q1 		$4.14M Buy
+63,055
New +$4.06M 1.49% 25

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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 $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beta Wealth Group's CDC Position: Q2 2025 in Review

Beta Wealth Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2025, closing a stake of 63,055 shares — an estimated $4.14M sold.

Beta Wealth Group first reported a position in CDC in Q1 2025 and held it in 1 quarter. The position peaked at $4.14M in Q1 2025. 97 funds tracked by Wall St. Rank hold CDC as of Q2 2025.

  • Beta Wealth Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
  • Beta Wealth Group sold 63,055 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $4.14M.
  • Beta Wealth Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2025 and held it in 1 quarter.
  • Beta Wealth Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $4.14M in Q1 2025.
  • 97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2025.

Based on Beta Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.