Hilltop Holdings’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Hilltop Holdings’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 Q3	–	Sell	-10,128	Closed	-$593K	–	827
2024 Q2	$593K	Sell	10,128 -12,843	-56%	-$754K	0.07%	320
2024 Q1	$1.37M	Sell	22,971 -10,293	-31%	-$582K	0.15%	174
2023 Q4	$1.88M	Buy	33,264 +110	+0.3%	+$6.15K	0.21%	140
2023 Q3	$1.85M	Buy	33,154 +3,955	+14%	+$225K	0.23%	130
2023 Q2	$1.68M	Buy	29,199 +2,292	+9%	+$135K	0.21%	126
2023 Q1	$1.63M	Sell	26,907 -289	-1%	-$18.1K	0.22%	103
2022 Q4	$1.69M	Sell	27,196 -167	-0.6%	-$10.4K	0.22%	108
2022 Q3	$1.62M	Buy	27,363 +1,891	+7%	+$126K	0.22%	100
2022 Q2	$1.68M	Buy	25,472 +13,854	+119%	+$968K	0.22%	101
2022 Q1	$835K	Buy	+11,618	New	+$814K	0.09%	197

Other funds holding CDC

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

Northwestern Mutual Wealth Management

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return