IF
CDC icon

Integrity Financial’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Integrity Financial’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 		– Sell
-2,647
Closed -$177K – 290
2025
Q3 		$177K Sell
2,647
-909
-26% -$59.5K 0.08% 148
2025
Q2 		$227K Buy
3,556
+1
+0% +$62 0.12% 131
2025
Q1 		$234K Buy
3,555
+17
+0.5% +$1.09K 0.13% 115
2024
Q4 		$221K Sell
3,538
-229
-6% -$14.9K 0.13% 114
2024
Q3 		$245K Sell
3,767
-21
-0.6% -$1.3K 0.14% 106
2024
Q2 		$222K Buy
3,788
+34
+0.9% +$2K 0.14% 106
2024
Q1 		$223K Sell
3,754
-416
-10% -$23.5K 0.15% 102
2023
Q4 		$236K Sell
4,170
-290
-7% -$16.2K 0.17% 92
2023
Q3 		$249K Sell
4,460
-790
-15% -$44.9K 0.19% 88
2023
Q2 		$302K Buy
5,250
+2
+0% +$118 0.22% 82
2023
Q1 		$318K Sell
5,248
-166
-3% -$10.4K 0.26% 74
2022
Q4 		$336K Buy
5,414
+323
+6% +$20.2K 0.32% 63
2022
Q3 		$302K Sell
5,091
-367
-7% -$24.4K 0.32% 60
2022
Q2 		$361K Buy
5,458
+175
+3% +$12.2K 0.34% 57
2022
Q1 		$380K Buy
5,283
+3,771
+249% +$264K 0.31% 58
2021
Q4 		$105K Buy
+1,512
New +$102K 0.08% 112

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrity Financial's CDC Position: Q4 2025 in Review

Integrity Financial sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2025, closing a stake of 2,647 shares — an estimated $177K sold.

Integrity Financial first reported a position in CDC in Q4 2021 and held it in 16 quarters. The position peaked at $380K in Q1 2022. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2025.

  • Integrity Financial reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
  • Integrity Financial sold 2,647 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2025, an estimated $177K.
  • Integrity Financial first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2021 and held it in 16 quarters.
  • Integrity Financial's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $380K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Integrity Financial's 13F filing for Q4 2025, filed 13 Feb 2026.