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Advisory Services Network’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-1,030
Closed -$58.3K – 1808
2023
Q4 		$58.3K Buy
+1,030
New +$57.6K ﹤0.01% 1923
2023
Q2 		– Sell
-5,512
Closed -$334K – 1814
2023
Q1 		$334K Sell
5,512
-319
-5% -$20K 0.01% 1089
2022
Q4 		$362K Sell
5,831
-6,885
-54% -$430K 0.01% 1002
2022
Q3 		$755K Buy
12,716
+1,600
+14% +$106K 0.03% 641
2022
Q2 		$734K Buy
11,116
+5,985
+117% +$418K 0.03% 676
2022
Q1 		$369K Buy
+5,131
New +$360K 0.01% 1039

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return