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

&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
2026 Q1	–	Sell	-4,195	Closed	-$276K	–	2411
2025 Q4	$276K	Sell	4,195 -41,390	-91%	-$2.73M	﹤0.01%	1960
2025 Q3	$2.82M	Sell	45,585 -1,447	-3%	-$94.8K	0.02%	613
2025 Q2	$3.02M	Sell	47,032 -68	-0.1%	-$4.24K	0.02%	516
2025 Q1	$3.06M	Buy	47,100 +1,552	+3%	+$99.9K	0.03%	414
2024 Q4	$2.83M	Sell	45,548 -10,490	-19%	-$681K	0.03%	394
2024 Q3	$3.65M	Buy	56,038 +49,598	+770%	+$3.07M	0.07%	252
2024 Q2	$377K	Buy	+6,440	New	+$378K	0.02%	636

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

&Partners's CDC Position: Q1 2026 in Review

&Partners sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2026, closing a stake of 4,195 shares — an estimated $276K sold.

&Partners first reported a position in CDC in Q2 2024 and held it in 7 quarters. The position peaked at $3.65M in Q3 2024. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

&Partners reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
&Partners sold 4,195 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $276K.
&Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2024 and held it in 7 quarters.
&Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $3.65M in Q3 2024.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.