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

Accel 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
2023 Q2	–	Sell	-2,602	Closed	-$158K	–	272
2023 Q1	$158K	Buy	2,602 +2	+0.1%	+$125	0.06%	248
2022 Q4	$161K	Buy	2,600 +8	+0.3%	+$500	0.08%	181
2022 Q3	$160K	Buy	2,592 +602	+30%	+$40K	0.09%	183
2022 Q2	$133K	Buy	1,990 +190	+11%	+$13.3K	0.08%	194
2022 Q1	$130K	Buy	+1,800	New	+$126K	0.07%	218

Other funds holding CDC

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's CDC Position: Q2 2023 in Review

Accel Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 2,602 shares — an estimated $158K sold.

Accel Wealth Management first reported a position in CDC in Q1 2022 and held it in 5 quarters. The position peaked at $161K in Q4 2022. 132 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

Accel Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,602 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $158K.
Accel Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $161K in Q4 2022.
132 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.