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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foundations Investment Advisors's CDC Position: Q4 2024 in Review

Foundations Investment Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2024, closing a stake of 3,352 shares — an estimated $218K sold.

Foundations Investment Advisors first reported a position in CDC in Q1 2023 and held it in 7 quarters. The position peaked at $6.43M in Q1 2023. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2024.

Foundations Investment Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
Foundations Investment Advisors sold 3,352 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2024, an estimated $218K.
Foundations Investment Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2023 and held it in 7 quarters.
Foundations Investment Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $6.43M in Q1 2023.
98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.