Pacific Center for Financial Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Pacific Center for Financial 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	$2.5K	Sell	35 -192	-85%	-$13.6K	﹤0.01%	425
2025 Q4	$15.1K	Hold	227	–	–	﹤0.01%	291
2025 Q3	$15.1K	Hold	227	–	–	﹤0.01%	291
2025 Q2	$14.4K	Hold	227	–	–	﹤0.01%	284
2025 Q1	$14.9K	Hold	227	–	–	﹤0.01%	276
2024 Q4	$14.2K	Hold	227	–	–	﹤0.01%	280
2024 Q3	$14.7K	Hold	227	–	–	﹤0.01%	276
2024 Q2	$13.3K	Hold	227	–	–	﹤0.01%	277
2024 Q1	$13.5K	Buy	227 +192	+549%	+$10.9K	﹤0.01%	281
2023 Q4	$1.98K	Sell	35 -2,311	-99%	-$129K	﹤0.01%	345
2023 Q3	$131K	Sell	2,346 -167,687	-99%	-$9.54M	0.04%	105
2023 Q2	$9.79M	Sell	170,033 -3,062	-2%	-$180K	3.22%	11
2023 Q1	$10.5M	Buy	+173,095	New	+$10.8M	3.62%	9
2022 Q3	$10.3M	Buy	173,753 +5,406	+3%	+$359K	4.04%	9
2022 Q2	$11.1M	Buy	168,347 +5,970	+4%	+$417K	4.59%	8
2022 Q1	$11.7M	Buy	+162,377	New	+$11.4M	4.17%	8

Other funds holding CDC

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SOS

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

AFW

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Center for Financial Services's CDC Position: Q1 2026 in Review

Pacific Center for Financial Services reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 85% in Q1 2026, selling an estimated $13.6K and leaving 35 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Pacific Center for Financial Services first reported a position in CDC in Q1 2022 and has held it in 16 quarters since. The position peaked at $11.7M in Q1 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Pacific Center for Financial Services held 35 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $2.5K as of Q1 2026.
Pacific Center for Financial Services sold 192 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $13.6K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q1 2026, its #425 holding.
Pacific Center for Financial Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 16 quarters since.
Pacific Center for Financial Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $11.7M in Q1 2022.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.