EWA
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EverSource Wealth Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

EverSource Wealth 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
2026
Q2 		$61 Hold
1
– – ﹤0.01% 4339
2026
Q1 		$58 Hold
1
– – ﹤0.01% 4314
2025
Q4 		$86 Sell
1
-200
-100% -$13.2K ﹤0.01% 4119
2025
Q3 		$13.4K Sell
201
-183
-48% -$12K ﹤0.01% 2650
2025
Q2 		$24.5K Sell
384
-1,912
-83% -$119K ﹤0.01% 2142
2025
Q1 		$151K Sell
2,296
-2,452
-52% -$158K 0.01% 764
2024
Q4 		$297K Sell
4,748
-3,614
-43% -$235K 0.02% 506
2024
Q3 		$543K Buy
8,362
+7,601
+999% +$471K 0.03% 310
2024
Q2 		$47.1K Sell
761
-6,085
-89% -$357K ﹤0.01% 1114
2024
Q1 		$396K Sell
6,846
-3,939
-37% -$223K 0.03% 319
2023
Q4 		$610K Sell
10,785
-8,680
-45% -$485K 0.06% 224
2023
Q3 		$1.09M Sell
19,465
-10,394
-35% -$591K 0.12% 150
2023
Q2 		$1.72M Sell
29,859
-15,022
-33% -$884K 0.19% 110
2023
Q1 		$2.72M Buy
44,881
+4,160
+10% +$260K 0.34% 76
2022
Q4 		$2.53M Buy
40,721
+1,220
+3% +$76.2K 0.38% 65
2022
Q3 		$2.35M Buy
39,501
+2,009
+5% +$133K 0.54% 39
2022
Q2 		$2.48M Buy
37,492
+9,631
+35% +$673K 0.64% 32
2022
Q1 		$2M Buy
27,861
+10,956
+65% +$768K 0.51% 38
2021
Q4 		$1.18M Buy
+16,905
New +$1.14M 0.33% 51

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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

EverSource Wealth Advisors's CDC Position: Q2 2026 in Review

EverSource Wealth Advisors held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q2 2026 at 1 share worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #4339.

EverSource Wealth Advisors first reported a position in CDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q1 2023. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • EverSource Wealth Advisors held 1 share of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $61 as of Q2 2026.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #4339 holding.
  • EverSource Wealth Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.72M in Q1 2023.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.