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Evolution Advisers’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Evolution Advisers’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
Q4 		– Sell
-27
Closed -$1K – 158
2024
Q3 		$1K Hold
27
– – ﹤0.01% 156
2024
Q2 		$1K Hold
27
– – ﹤0.01% 148
2024
Q1 		$2K Hold
27
– – ﹤0.01% 150
2023
Q4 		$2K Buy
+27
New +$1.51K ﹤0.01% 187

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Evolution Advisers's CDC Position: Q4 2024 in Review

Evolution Advisers sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2024, closing a stake of 27 shares — an estimated $1K sold.

Evolution Advisers first reported a position in CDC in Q4 2023 and held it in 4 quarters. The position peaked at $2K in Q1 2024. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2024.

  • Evolution Advisers reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
  • Evolution Advisers sold 27 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2024, an estimated $1K.
  • Evolution Advisers first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2023 and held it in 4 quarters.
  • Evolution Advisers's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2024.

Based on Evolution Advisers's 13F filing for Q4 2024, filed 29 Jan 2025.