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 Q3	$46.4M	Sell	648,002 -9,461	-1%	-$718K	0.01%	971
2026 Q2	$48.9M	Buy	657,463 +2,761	+0.4%	+$201K	0.01%	950
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Family Wealth Coral Gables, Florida $156M AUM 14.54% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Raymond James Financial's CDC Position: Q3 2026 in Review

Raymond James Financial reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1.4% in Q3 2026, selling an estimated $718K and leaving 648,002 shares worth $46.4M. The position accounts for 0.01% of the portfolio, ranked #971.

Raymond James Financial first reported a position in CDC in Q4 2024 and has held it in 8 quarters since. The position peaked at $54.8M in Q1 2025. 84 funds tracked by Wall St. Rank hold CDC as of Q3 2026.

Raymond James Financial held 648,002 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $46.4M as of Q3 2026.
Raymond James Financial sold 9,461 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2026, an estimated $718K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #971 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 8 quarters since.
Raymond James Financial's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $54.8M in Q1 2025.
84 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.