Capital Advisors Ltd’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Capital Advisors Ltd’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	$12K	Hold	162	–	–	﹤0.01%	810
2026 Q1	$12K	Hold	162	–	–	﹤0.01%	786
2025 Q4	$11K	Hold	162	–	–	﹤0.01%	781
2025 Q3	$11K	Hold	162	–	–	﹤0.01%	774
2025 Q2	$10K	Hold	162	–	–	﹤0.01%	784
2025 Q1	$11K	Hold	162	–	–	﹤0.01%	745
2024 Q4	$10K	Hold	162	–	–	﹤0.01%	775
2024 Q3	$11K	Hold	162	–	–	﹤0.01%	745
2024 Q2	$9K	Hold	162	–	–	﹤0.01%	762
2024 Q1	$10K	Hold	162	–	–	﹤0.01%	708
2023 Q4	$9K	Hold	162	–	–	﹤0.01%	700
2023 Q3	$9K	Hold	162	–	–	﹤0.01%	698
2023 Q2	$9K	Hold	162	–	–	﹤0.01%	710
2023 Q1	$10K	Hold	162	–	–	﹤0.01%	552
2022 Q4	$10K	Hold	162	–	–	﹤0.01%	555
2022 Q3	$10K	Hold	162	–	–	﹤0.01%	534
2022 Q2	$11K	Hold	162	–	–	﹤0.01%	492
2022 Q1	$12K	Hold	162	–	–	﹤0.01%	498
2021 Q4	$11K	Hold	162	–	–	﹤0.01%	510
2021 Q3	$10K	Buy	+162	New	+$10.6K	﹤0.01%	432

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

Capital Advisors Ltd's CDC Position: Q2 2026 in Review

Capital Advisors Ltd held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q2 2026 at 162 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Capital Advisors Ltd first reported a position in CDC in Q3 2021 and has held it in 20 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Capital Advisors Ltd held 162 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $12K as of Q2 2026.
Capital Advisors Ltd left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #810 holding.
Capital Advisors Ltd first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2021 and has held it in 20 quarters since.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.