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	–	1810
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Advisory Services Network's CDC Position: Q1 2024 in Review

Advisory Services Network sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2024, closing a stake of 1,030 shares — an estimated $58.3K sold.

Advisory Services Network first reported a position in CDC in Q1 2022 and held it in 6 quarters. The position peaked at $755K in Q3 2022. 105 funds tracked by Wall St. Rank hold CDC as of Q1 2024.

Advisory Services Network reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 1,030 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $58.3K.
Advisory Services Network first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and held it in 6 quarters.
Advisory Services Network's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $755K in Q3 2022.
105 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.