Strategic Planning Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Strategic Planning Group’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 Q3	–	Sell	-22,367	Closed	-$1.43M	–	74
2025 Q2	$1.43M	Buy	22,367 +1,928	+9%	+$120K	0.23%	69
2025 Q1	$1.34M	Buy	20,439 +2,827	+16%	+$182K	0.26%	70
2024 Q4	$1.1M	Sell	17,612 -163,498	-90%	-$10.6M	0.2%	72
2024 Q3	$11.8M	Buy	181,110 +5,512	+3%	+$341K	2.32%	16
2024 Q2	$10.3M	Buy	175,598 +8,585	+5%	+$504K	2.25%	17
2024 Q1	$9.94M	Buy	167,013 +16,701	+11%	+$944K	2.49%	12
2023 Q4	$8.5M	Buy	+150,312	New	+$8.4M	2.82%	8

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Strategic Planning Group's CDC Position: Q3 2025 in Review

Strategic Planning Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2025, closing a stake of 22,367 shares — an estimated $1.43M sold.

Strategic Planning Group first reported a position in CDC in Q4 2023 and held it in 7 quarters. The position peaked at $11.8M in Q3 2024. 97 funds tracked by Wall St. Rank hold CDC as of Q3 2025.

Strategic Planning Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
Strategic Planning Group sold 22,367 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2025, an estimated $1.43M.
Strategic Planning Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2023 and held it in 7 quarters.
Strategic Planning Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $11.8M in Q3 2024.
97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2025.

Based on Strategic Planning Group's 13F filing for Q3 2025, filed 23 Oct 2025.