NorthRock Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-2,023	Closed	-$133K	–	707
2025 Q1	$133K	Hold	2,023	–	–	﹤0.01%	604
2024 Q4	$127K	Hold	2,023	–	–	﹤0.01%	596
2024 Q3	$131K	Hold	2,023	–	–	﹤0.01%	635
2024 Q2	$118K	Hold	2,023	–	–	﹤0.01%	610
2024 Q1	$120K	Hold	2,023	–	–	﹤0.01%	617
2023 Q4	$114K	Buy	+2,023	New	+$113K	﹤0.01%	582

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

NorthRock Partners's CDC Position: Q2 2025 in Review

NorthRock Partners sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2025, closing a stake of 2,023 shares — an estimated $133K sold.

NorthRock Partners first reported a position in CDC in Q4 2023 and held it in 6 quarters. The position peaked at $133K in Q1 2025. 97 funds tracked by Wall St. Rank hold CDC as of Q2 2025.

NorthRock Partners reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 2,023 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $133K.
NorthRock Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $133K in Q1 2025.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.