Park Square Financial Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Park Square Financial Group’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 Q3	–	Sell	-34	Closed	-$2.17K	–	370
2025 Q2	$2.17K	Hold	34	–	–	﹤0.01%	882
2025 Q1	$2.23K	Hold	34	–	–	﹤0.01%	845
2024 Q4	$2.13K	Buy	+34	New	+$2.21K	﹤0.01%	834

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

Park Square Financial Group's CDC Position: Q3 2025 in Review

Park Square Financial Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2025, closing a stake of 34 shares — an estimated $2.17K sold.

Park Square Financial Group first reported a position in CDC in Q4 2024 and held it in 3 quarters. The position peaked at $2.23K in Q1 2025. 97 funds tracked by Wall St. Rank hold CDC as of Q3 2025.

Park Square Financial Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 34 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2025, an estimated $2.17K.
Park Square Financial Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.23K in Q1 2025.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.