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

SignatureFD’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	-30	Closed	-$1.97K	–	3289
2025 Q1	$1.97K	Buy	+30	New	+$1.93K	﹤0.01%	2881
2021 Q3	–	Sell	-974	Closed	-$63K	–	3054
2021 Q2	$63K	Hold	974	–	–	﹤0.01%	1164
2021 Q1	$61K	Hold	974	–	–	﹤0.01%	1086
2020 Q4	$52K	Hold	974	–	–	﹤0.01%	1054
2020 Q3	$46K	Hold	974	–	–	﹤0.01%	1021
2020 Q2	$45K	Sell	974 -942	-49%	-$43K	﹤0.01%	994
2020 Q1	$79K	Sell	1,916 -2,202	-53%	-$101K	0.01%	723
2019 Q4	$202K	Buy	4,118 +2,696	+190%	+$128K	0.01%	465
2019 Q3	$66K	Buy	1,422 +200	+16%	+$9.1K	0.01%	815
2019 Q2	$56K	Buy	+1,222	New	+$54.9K	﹤0.01%	859
2019 Q1	–	Sell	-1,047	Closed	-$44K	–	1975
2018 Q4	$44K	Buy	1,047 +5	+0.5%	+$227	﹤0.01%	890
2018 Q3	$49K	Sell	1,042 -1,540	-60%	-$73.1K	0.01%	886
2018 Q2	$120K	Buy	2,582 +1,232	+91%	+$56.4K	0.01%	556
2018 Q1	$61K	Buy	+1,350	New	+$62.4K	0.01%	674

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

SignatureFD's CDC Position: Q2 2025 in Review

SignatureFD sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2025, closing a stake of 30 shares — an estimated $1.97K sold.

SignatureFD first reported a position in CDC in Q1 2018 and held it in 14 quarters. The position peaked at $202K in Q4 2019. 97 funds tracked by Wall St. Rank hold CDC as of Q2 2025.

SignatureFD reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
SignatureFD sold 30 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2025, an estimated $1.97K.
SignatureFD first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2018 and held it in 14 quarters.
SignatureFD's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $202K in Q4 2019.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.