EH
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Equitable Holdings’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Equitable Holdings’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
Q3 		– Sell
-8,364
Closed -$533K – 1537
2025
Q2 		$533K Sell
8,364
-4
-0% -$250 ﹤0.01% 984
2025
Q1 		$550K Sell
8,368
-6
-0.1% -$386 0.01% 889
2024
Q4 		$524K Sell
8,374
-130
-2% -$8.44K 0.01% 861
2024
Q3 		$553K Sell
8,504
-4,279
-33% -$265K 0.01% 836
2024
Q2 		$749K Buy
12,783
+4,174
+48% +$245K 0.01% 717
2024
Q1 		$512K Buy
8,609
+212
+3% +$12K 0.01% 792
2023
Q4 		$475K Sell
8,397
-31,960
-79% -$1.79M 0.01% 791
2023
Q3 		$2.25M Buy
40,357
+149
+0.4% +$8.47K 0.03% 333
2023
Q2 		$2.32M Sell
40,208
-11,199
-22% -$659K 0.03% 320
2023
Q1 		$3.12M Buy
51,407
+21,776
+73% +$1.36M 0.05% 250
2022
Q4 		$1.84M Sell
29,631
-3,832
-11% -$239K 0.03% 317
2022
Q3 		$1.99M Buy
33,463
+10,337
+45% +$687K 0.04% 266
2022
Q2 		$1.53M Buy
23,126
+18,984
+458% +$1.33M 0.03% 308
2022
Q1 		$298K Buy
4,142
+970
+31% +$68K ﹤0.01% 716
2021
Q4 		$221K Buy
+3,172
New +$213K ﹤0.01% 799

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Equitable Holdings's CDC Position: Q3 2025 in Review

Equitable Holdings sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2025, closing a stake of 8,364 shares — an estimated $533K sold.

Equitable Holdings first reported a position in CDC in Q4 2021 and held it in 15 quarters. The position peaked at $3.12M in Q1 2023. 97 funds tracked by Wall St. Rank hold CDC as of Q3 2025.

  • Equitable Holdings reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 8,364 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2025, an estimated $533K.
  • Equitable Holdings first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and held it in 15 quarters.
  • Equitable Holdings's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $3.12M in Q1 2023.
  • 97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.