5L
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55I LLC’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

55I LLC’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
2022
Q2 		– Sell
-3,400
Closed -$244K – 568
2022
Q1 		$244K Buy
3,400
+174
+5% +$12.2K 0.01% 468
2021
Q4 		$225K Sell
3,226
-412
-11% -$27.7K 0.01% 466
2021
Q3 		$234K Sell
3,638
-4,826
-57% -$316K 0.01% 439
2021
Q2 		$547K Buy
+8,464
New +$551K 0.02% 247

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

55I LLC's CDC Position: Q2 2022 in Review

55I LLC sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2022, closing a stake of 3,400 shares — an estimated $244K sold.

55I LLC first reported a position in CDC in Q2 2021 and held it in 4 quarters. The position peaked at $547K in Q2 2021. 128 funds tracked by Wall St. Rank hold CDC as of Q2 2022.

  • 55I LLC reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 3,400 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2022, an estimated $244K.
  • 55I LLC first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2021 and held it in 4 quarters.
  • 55I LLC's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $547K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.