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

Crewe 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
-474
Closed -$29.7K – 722
2024
Q4 		$29.7K Buy
+474
New +$30.8K ﹤0.01% 321

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $617B AUM 30.33% 1-Year Est. Return

Crewe Advisors's CDC Position: Q1 2025 in Review

Crewe Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2025, closing a stake of 474 shares — an estimated $29.7K sold.

Crewe Advisors first reported a position in CDC in Q4 2024 and held it in 1 quarter. The position peaked at $29.7K in Q4 2024. 102 funds tracked by Wall St. Rank hold CDC as of Q1 2025.

  • Crewe Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Crewe Advisors sold 474 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2025, an estimated $29.7K.
  • Crewe Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and held it in 1 quarter.
  • Crewe Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $29.7K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.