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

Empirical 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
2024
Q3 		– Sell
-14,964
Closed -$876K – 315
2024
Q2 		$876K Buy
14,964
+157
+1% +$9.22K 0.33% 79
2024
Q1 		$881K Sell
14,807
-1,047
-7% -$59.2K 0.43% 63
2023
Q4 		$897K Buy
15,854
+869
+6% +$48.6K 0.73% 41
2023
Q3 		$837K Sell
14,985
-8,385
-36% -$477K 0.73% 38
2023
Q2 		$1.35M Buy
23,370
+1,205
+5% +$70.9K 1.19% 21
2023
Q1 		$1.34M Buy
+22,165
New +$1.39M 1.29% 24

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return