Horizons Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Horizons Wealth Management’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 Q2	–	Sell	-191	Closed	-$10.8K	–	176
2024 Q1	$10.8K	Hold	191	–	–	0.01%	130
2023 Q4	$10.8K	Sell	191 -5,401	-97%	-$302K	0.01%	130
2023 Q3	$312K	Sell	5,592 -190	-3%	-$10.8K	0.23%	51
2023 Q2	$333K	Sell	5,782 -269	-4%	-$15.8K	0.24%	49
2023 Q1	$367K	Buy	6,051 +366	+6%	+$22.9K	0.27%	43
2022 Q4	$353K	Hold	5,685	–	–	0.28%	38
2022 Q3	$337K	Hold	5,685	–	–	0.31%	35
2022 Q2	$397K	Buy	+5,685	New	+$397K	0.32%	36

Other funds holding CDC

Northwestern Mutual Wealth Management

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return