Prime Capital Investment Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Prime Capital Investment Advisors’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	-3,349	Closed	-$220K	–	984
2025 Q1	$220K	Sell	3,349 -1,111	-25%	-$71.5K	﹤0.01%	941
2024 Q4	$279K	Sell	4,460 -331	-7%	-$21.5K	﹤0.01%	756
2024 Q3	$311K	Sell	4,791 -467	-9%	-$28.9K	﹤0.01%	719
2024 Q2	$308K	Sell	5,258 -1,918	-27%	-$113K	﹤0.01%	716
2024 Q1	$427K	Sell	7,176 -730	-9%	-$41.3K	0.01%	669
2023 Q4	$447K	Sell	7,906 -24,795	-76%	-$1.39M	0.01%	598
2023 Q3	$1.83M	Buy	32,701 +1,582	+5%	+$90K	0.04%	255
2023 Q2	$1.79M	Buy	+31,119	New	+$1.83M	0.04%	268
2023 Q1	–	Sell	-40,085	Closed	-$2.49M	–	566
2022 Q4	$2.49M	Buy	+40,085	New	+$2.51M	0.09%	152

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Prime Capital Investment Advisors's CDC Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2025, closing a stake of 3,349 shares — an estimated $220K sold.

Prime Capital Investment Advisors first reported a position in CDC in Q4 2022 and held it in 9 quarters. The position peaked at $2.49M in Q4 2022. 97 funds tracked by Wall St. Rank hold CDC as of Q2 2025.

Prime Capital Investment Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 3,349 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $220K.
Prime Capital Investment Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2022 and held it in 9 quarters.
Prime Capital Investment Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.49M in Q4 2022.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.