Raymond James Financial’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Raymond James Financial’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	$46.8M	Sell	654,702 -16,966	-3%	-$1.2M	0.01%	899
2025 Q4	$44.3M	Sell	671,668 -56,081	-8%	-$3.7M	0.01%	890
2025 Q3	$48.6M	Sell	727,749 -30,944	-4%	-$2.03M	0.02%	824
2025 Q2	$48.3M	Sell	758,693 -75,836	-9%	-$4.73M	0.02%	776
2025 Q1	$54.8M	Sell	834,529 -31,373	-4%	-$2.02M	0.02%	676
2024 Q4	$54.2M	Buy	+865,902	New	+$56.2M	0.02%	681

Other funds holding CDC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial's CDC Position: Q1 2026 in Review

Raymond James Financial reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 2.5% in Q1 2026, selling an estimated $1.2M and leaving 654,702 shares worth $46.8M. The position accounts for 0.01% of the portfolio, ranked #899.

Raymond James Financial first reported a position in CDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.8M in Q1 2025. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Raymond James Financial held 654,702 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $46.8M as of Q1 2026.
Raymond James Financial sold 16,966 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $1.2M.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #899 holding.
Raymond James Financial first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $54.8M in Q1 2025.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.