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Vantage Financial Partners (Wisconsin)’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$349K Sell
5,298
-492
-8% -$32.5K 0.07% 148
2025
Q3 		$386K Sell
5,790
-805
-12% -$52.7K 0.08% 136
2025
Q2 		$420K Sell
6,595
-2,422
-27% -$151K 0.1% 123
2025
Q1 		$593K Sell
9,017
-2,350
-21% -$151K 0.15% 92
2024
Q4 		$711K Sell
11,367
-922
-8% -$59.9K 0.18% 78
2024
Q3 		$799K Sell
12,289
-4,550
-27% -$282K 0.2% 73
2024
Q2 		$986K Sell
16,839
-1,174
-7% -$68.9K 0.26% 46
2024
Q1 		$1.07M Sell
18,013
-2,109
-10% -$119K 0.29% 45
2023
Q4 		$1.14M Sell
20,122
-53,703
-73% -$3M 0.33% 38
2023
Q3 		$4.12M Sell
73,825
-83,737
-53% -$4.76M 1.62% 18
2023
Q2 		$9.08M Buy
157,562
+5,041
+3% +$297K 3.39% 8
2023
Q1 		$9.25M Buy
152,521
+8,835
+6% +$553K 3.67% 7
2022
Q4 		$8.92M Buy
143,686
+22,447
+19% +$1.4M 5.31% 6
2022
Q3 		$7.2M Buy
+121,239
New +$8.06M 4.85% 8

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s CDC Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 8.5% in Q4 2025, selling an estimated $32.5K and leaving 5,298 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #148.

Vantage Financial Partners (Wisconsin) first reported a position in CDC in Q3 2022 and has held it in 14 quarters since. The position peaked at $9.25M in Q1 2023. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 5,298 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $349K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 492 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2025, an estimated $32.5K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #148 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2022 and has held it in 14 quarters since.
  • Vantage Financial Partners (Wisconsin)'s VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $9.25M in Q1 2023.
  • 98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.