Koesten Hirschmann & Crabtree’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Koesten Hirschmann & Crabtree’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	-24	Closed	-$1.6K	–	67
2025 Q3	$1.6K	Hold	24	–	–	﹤0.01%	199
2025 Q2	$1.53K	Hold	24	–	–	﹤0.01%	243
2025 Q1	$1.58K	Hold	24	–	–	﹤0.01%	172
2024 Q4	$1.5K	Hold	24	–	–	﹤0.01%	166
2024 Q3	$1.56K	Buy	+24	New	+$1.49K	﹤0.01%	167

Other funds holding CDC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Koesten Hirschmann & Crabtree's CDC Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2025, closing a stake of 24 shares — an estimated $1.6K sold.

Koesten Hirschmann & Crabtree first reported a position in CDC in Q3 2024 and held it in 5 quarters. The position peaked at $1.6K in Q3 2025. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 24 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2025, an estimated $1.6K.
Koesten Hirschmann & Crabtree first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2024 and held it in 5 quarters.
Koesten Hirschmann & Crabtree's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.6K in Q3 2025.
98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.