Smith Thornton Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Smith Thornton 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
2026 Q2	$623K	Sell	8,186 -68	-0.8%	-$4.95K	0.27%	73
2026 Q1	$590K	Sell	8,254 -225	-3%	-$15.9K	0.3%	73
2025 Q4	$559K	Hold	8,479	–	–	0.28%	76
2025 Q3	$566K	Sell	8,479 -1	-0%	-$66	0.3%	74
2025 Q2	$540K	Sell	8,480 -100	-1%	-$6.24K	0.31%	72
2025 Q1	$564K	Sell	8,580 -31,144	-78%	-$2.01M	0.35%	68
2024 Q4	$2.49M	Sell	39,724 -1,481	-4%	-$96.2K	1.57%	20
2024 Q3	$2.68M	Sell	41,205 -626	-1%	-$38.8K	1.76%	15
2024 Q2	$2.45M	Buy	+41,831	New	+$2.46M	1.8%	17

Other funds holding CDC

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return