KPP Advisory Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

KPP Advisory Services’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 Q1	$616K	Sell	8,617 -4,701	-35%	-$332K	0.09%	186
2025 Q4	$878K	Sell	13,318 -5,515	-29%	-$364K	0.13%	147
2025 Q3	$1.26M	Sell	18,833 -6,374	-25%	-$418K	0.19%	115
2025 Q2	$1.61M	Sell	25,207 -471	-2%	-$29.4K	0.26%	87
2025 Q1	$1.69M	Buy	+25,678	New	+$1.65M	0.32%	77
2024 Q4	–	Sell	-3,225	Closed	-$210K	–	261
2024 Q3	$210K	Sell	3,225 -3,450	-52%	-$214K	0.05%	243
2024 Q2	$391K	Sell	6,675 -254	-4%	-$14.9K	0.1%	152
2024 Q1	$413K	Buy	+6,929	New	+$392K	0.11%	142
2023 Q4	–	Sell	-28,793	Closed	-$1.61M	–	133
2023 Q3	$1.61M	Buy	+28,793	New	+$1.64M	0.53%	47

Other funds holding CDC

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

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

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

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return