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Advisors Preferred’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Advisors Preferred’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
2021
Q4 		– Sell
-4,855
Closed -$315K – 174
2021
Q3 		$315K Buy
+4,855
New +$318K 0.04% 122

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Advisors Preferred's CDC Position: Q4 2021 in Review

Advisors Preferred sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2021, closing a stake of 4,855 shares — an estimated $315K sold.

Advisors Preferred first reported a position in CDC in Q3 2021 and held it in 1 quarter. The position peaked at $315K in Q3 2021. 93 funds tracked by Wall St. Rank hold CDC as of Q4 2021.

  • Advisors Preferred reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2021 after selling out during the quarter.
  • Advisors Preferred sold 4,855 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2021, an estimated $315K.
  • Advisors Preferred first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2021 and held it in 1 quarter.
  • Advisors Preferred's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $315K in Q3 2021.
  • 93 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2021.

Based on Advisors Preferred's 13F filing for Q4 2021, filed 7 Feb 2022.