CA
CDC icon

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

Claro Advisors’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
Q1 		– Sell
-4,114
Closed -$257K – 514
2024
Q4 		$257K Buy
4,114
+34
+0.8% +$2.21K 0.03% 397
2024
Q3 		$265K Sell
4,080
-216
-5% -$13.4K 0.03% 415
2024
Q2 		$252K Buy
4,296
+26
+0.6% +$1.53K 0.04% 359
2024
Q1 		$254K Sell
4,270
-2,261
-35% -$128K 0.04% 354
2023
Q4 		$369K Sell
6,531
-4,390
-40% -$245K 0.08% 258
2023
Q3 		$610K Sell
10,921
-6,948
-39% -$395K 0.15% 161
2023
Q2 		$1.03M Sell
17,869
-1,135
-6% -$66.8K 0.26% 91
2023
Q1 		$1.15M Sell
19,004
-8,062
-30% -$504K 0.34% 67
2022
Q4 		$1.68M Sell
27,066
-10,134
-27% -$633K 0.55% 40
2022
Q3 		$2.46M Hold
37,200
– – 0.98% 18
2022
Q2 		$2.46M Buy
37,200
+16,288
+78% +$1.14M 0.98% 18
2022
Q1 		$1.46M Hold
20,912
– – 0.52% 40
2021
Q4 		$1.46M Buy
20,912
+6,739
+48% +$453K 0.52% 40
2021
Q3 		$912K Buy
14,173
+1,353
+11% +$88.6K 0.38% 65
2021
Q2 		$828K Buy
12,820
+3,388
+36% +$220K 0.37% 66
2021
Q1 		$588K Buy
9,432
+2,065
+28% +$119K 0.3% 91
2020
Q4 		$396K Buy
7,367
+229
+3% +$11.7K 0.21% 132
2020
Q3 		$338K Buy
7,138
+1,917
+37% +$91.5K 0.21% 128
2020
Q2 		$243K Buy
+5,221
New +$238K 0.17% 153
2019
Q1 		– Sell
-3,450
Closed -$163K – 270
2018
Q4 		$163K Buy
+3,450
New +$157K 0.13% 157

Other funds holding CDC

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claro Advisors's CDC Position: Q1 2025 in Review

Claro Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2025, closing a stake of 4,114 shares — an estimated $257K sold.

Claro Advisors first reported a position in CDC in Q4 2018 and held it in 20 quarters. The position peaked at $2.46M in Q3 2022. 102 funds tracked by Wall St. Rank hold CDC as of Q1 2025.

  • Claro Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Claro Advisors sold 4,114 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2025, an estimated $257K.
  • Claro Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2018 and held it in 20 quarters.
  • Claro Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.46M in Q3 2022.
  • 102 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.