Independent Advisor Alliance’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-3,289	Closed	-$235K	–	1115
2026 Q1	$235K	Buy	+3,289	New	+$232K	﹤0.01%	1432
2025 Q1	–	Sell	-3,877	Closed	-$243K	–	877
2024 Q4	$243K	Buy	+3,877	New	+$252K	﹤0.01%	1224
2020 Q1	–	Sell	-15,307	Closed	-$750K	–	471
2019 Q4	$750K	Buy	+15,307	New	+$726K	0.03%	437
2017 Q2	–	Sell	-70,302	Closed	-$3M	–	258
2017 Q1	$3M	Buy	+70,302	New	+$2.97M	0.47%	62

Other funds holding CDC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Independent Advisor Alliance's CDC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2026, closing a stake of 3,289 shares — an estimated $235K sold.

Independent Advisor Alliance first reported a position in CDC in Q1 2017 and held it in 4 quarters. The position peaked at $3M in Q1 2017. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Independent Advisor Alliance reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,289 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $235K.
Independent Advisor Alliance first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $3M in Q1 2017.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.