Western Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Western Wealth Management’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 Q1	$873K	Sell	12,226 -597	-5%	-$42.2K	0.03%	487
2025 Q4	$845K	Buy	+12,823	New	+$847K	0.04%	392
2024 Q1	–	Sell	-37,222	Closed	-$2.11M	–	658
2023 Q4	$2.11M	Sell	37,222 -12,393	-25%	-$693K	0.15%	143
2023 Q3	$2.77M	Sell	49,615 -5,222	-10%	-$297K	0.23%	88
2023 Q2	$3.16M	Sell	54,837 -30,755	-36%	-$1.81M	0.27%	80
2023 Q1	$5.19M	Sell	85,592 -2,732	-3%	-$171K	0.48%	39
2022 Q4	$5.48M	Sell	88,324 -99,976	-53%	-$6.25M	0.56%	34
2022 Q3	$11.2M	Buy	188,300 +81,959	+77%	+$5.45M	0.64%	28
2022 Q2	$7.04M	Buy	+106,341	New	+$7.43M	0.4%	50
2020 Q1	–	Sell	-18,183	Closed	-$873K	–	377
2019 Q4	$873K	Buy	18,183 +13,249	+269%	+$628K	0.13%	149
2019 Q3	$228K	Sell	4,934 -146,259	-97%	-$6.65M	0.05%	352
2019 Q2	$6.71M	Buy	151,193 +142,997	+1,745%	+$6.43M	0.88%	28
2019 Q1	$369K	Buy	8,196 +2,161	+36%	+$94.4K	0.08%	247
2018 Q4	$257K	Buy	+6,035	New	+$274K	0.07%	279

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AFW

Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's CDC Position: Q1 2026 in Review

Western Wealth Management reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 4.7% in Q1 2026, selling an estimated $42.2K and leaving 12,226 shares worth $873K. The position accounts for 0.03% of the portfolio, ranked #487.

Western Wealth Management first reported a position in CDC in Q4 2018 and has held it in 14 quarters since. The position peaked at $11.2M in Q3 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Western Wealth Management held 12,226 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $873K as of Q1 2026.
Western Wealth Management sold 597 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $42.2K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #487 holding.
Western Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 14 quarters since.
Western Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $11.2M in Q3 2022.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.