Ausdal Financial Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Ausdal Financial Partners’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	-3,720	Closed	-$210K	–	475
2023 Q4	$210K	Sell	3,720 -585	-14%	-$32.7K	0.03%	416
2023 Q3	$240K	Sell	4,305 -772	-15%	-$43.9K	0.03%	369
2023 Q2	$292K	Buy	5,077 +23	+0.5%	+$1.35K	0.04%	334
2023 Q1	$306K	Buy	5,054 +741	+17%	+$46.4K	0.04%	342
2022 Q4	$268K	Buy	+4,313	New	+$270K	0.04%	368
2022 Q2	–	Sell	-2,961	Closed	-$213K	–	466
2022 Q1	$213K	Buy	+2,961	New	+$208K	0.03%	434
2021 Q2	–	Sell	-4,309	Closed	-$269K	–	469
2021 Q1	$269K	Buy	+4,309	New	+$249K	0.05%	358

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

Ausdal Financial Partners's CDC Position: Q1 2024 in Review

Ausdal Financial Partners sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2024, closing a stake of 3,720 shares — an estimated $210K sold.

Ausdal Financial Partners first reported a position in CDC in Q1 2021 and held it in 7 quarters. The position peaked at $306K in Q1 2023. 105 funds tracked by Wall St. Rank hold CDC as of Q1 2024.

Ausdal Financial Partners reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Ausdal Financial Partners sold 3,720 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $210K.
Ausdal Financial Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2021 and held it in 7 quarters.
Ausdal Financial Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $306K in Q1 2023.
105 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Ausdal Financial Partners's 13F filing for Q1 2024, filed 12 Apr 2024.