FIA
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Foundations Investment Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Foundations Investment 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
2024
Q4 		– Sell
-3,352
Closed -$218K – 846
2024
Q3 		$218K Sell
3,352
-110
-3% -$6.82K ﹤0.01% 746
2024
Q2 		$203K Sell
3,462
-1,422
-29% -$83.5K ﹤0.01% 724
2024
Q1 		$291K Sell
4,884
-1,860
-28% -$105K 0.01% 585
2023
Q4 		$379K Sell
6,744
-3,186
-32% -$178K 0.01% 497
2023
Q3 		$555K Sell
9,930
-101,095
-91% -$5.75M 0.02% 366
2023
Q2 		$6.4M Buy
111,025
+4,874
+5% +$287K 0.21% 76
2023
Q1 		$6.43M Buy
+106,151
New +$6.64M 0.23% 72

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return