Global Retirement Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Global Retirement Partners’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 Q4	$357K	Buy	5,411 +7	+0.1%	+$462	0.01%	1141
2025 Q3	$361K	Hold	5,404	–	–	0.01%	893
2025 Q2	$344K	Buy	+5,404	New	+$337K	0.01%	861
2024 Q4	$338K	Hold	5,408	–	–	0.01%	755
2024 Q3	$351K	Sell	5,408 -2	-0%	-$124	0.01%	737
2024 Q2	$317K	Sell	5,410 -137	-2%	-$8.04K	0.01%	724
2024 Q1	$330K	Sell	5,547 -774	-12%	-$43.8K	0.01%	629
2023 Q4	$351K	Sell	6,321 -1,211	-16%	-$67.7K	0.01%	569
2023 Q3	$418K	Sell	7,532 -17,802	-70%	-$1.01M	0.02%	475
2023 Q2	$1.46M	Sell	25,334 -34,258	-57%	-$2.02M	0.07%	247
2023 Q1	$3.53M	Buy	59,592 +2,130	+4%	+$133K	0.19%	122
2022 Q4	$3.57M	Buy	57,462 +14,358	+33%	+$897K	0.25%	89
2022 Q3	$2.71M	Sell	43,104 -227	-0.5%	-$15.1K	0.21%	109
2022 Q2	$2.86M	Sell	43,331 -3,911	-8%	-$273K	0.23%	107
2022 Q1	$3.31M	Buy	+47,242	New	+$3.31M	0.26%	92

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's CDC Position: Q4 2025 in Review

Global Retirement Partners increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.13% in Q4 2025, buying an estimated $462 and bringing the position to 5,411 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1141.

Global Retirement Partners first reported a position in CDC in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.57M in Q4 2022. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2025.

Global Retirement Partners held 5,411 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $357K as of Q4 2025.
Global Retirement Partners bought 7 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2025, an estimated $462.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1141 holding.
Global Retirement Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $3.57M in Q4 2022.
98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.