Harbour Investments’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Harbour Investments’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 Q1	$1.57K	Sell	22 -136	-86%	-$9.61K	﹤0.01%	3985
2025 Q4	$10.4K	Hold	158	–	–	﹤0.01%	2720
2025 Q3	$10.5K	Hold	158	–	–	﹤0.01%	2655
2025 Q2	$10.1K	Hold	158	–	–	﹤0.01%	2567
2025 Q1	$10.4K	Buy	158 +147	+1,336%	+$9.46K	﹤0.01%	2500
2024 Q4	$688	Hold	11	–	–	﹤0.01%	3234
2024 Q3	$715	Hold	11	–	–	﹤0.01%	3155
2024 Q2	$644	Hold	11	–	–	﹤0.01%	3057
2024 Q1	$655	Sell	11 -663	-98%	-$37.5K	﹤0.01%	2996
2023 Q4	$38.1K	Sell	674 -391	-37%	-$21.9K	﹤0.01%	1580
2023 Q3	$59.5K	Buy	1,065 +250	+31%	+$14.2K	﹤0.01%	1274
2023 Q2	$46.9K	Sell	815 -25,347	-97%	-$1.49M	﹤0.01%	1394
2023 Q1	$1.59M	Sell	26,162 -3,754	-13%	-$235K	0.09%	229
2022 Q4	$1.86M	Buy	29,916 +7,990	+36%	+$499K	0.11%	181
2022 Q3	$1.45M	Hold	21,926	–	–	0.1%	199
2022 Q2	$1.45M	Buy	+21,926	New	+$1.53M	0.1%	199
2021 Q4	$1.05M	Sell	15,025 -14,621	-49%	-$983K	0.06%	291
2021 Q3	$1.91M	Buy	29,646 +5,393	+22%	+$353K	0.06%	299
2021 Q2	$1.57M	Buy	+24,253	New	+$1.58M	0.05%	346

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

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

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

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

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

Harbour Investments's CDC Position: Q1 2026 in Review

Harbour Investments reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 86% in Q1 2026, selling an estimated $9.61K and leaving 22 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

Harbour Investments first reported a position in CDC in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q3 2021. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Harbour Investments held 22 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.57K as of Q1 2026.
Harbour Investments sold 136 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $9.61K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3985 holding.
Harbour Investments first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2021 and has held it in 19 quarters since.
Harbour Investments's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.91M in Q3 2021.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.