Baird Financial Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Baird Financial Group’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 Q1	–	Sell	-33,074	Closed	-$2.05M	–	1694
2022 Q4	$2.05M	Buy	33,074 +3,918	+13%	+$245K	0.01%	861
2022 Q3	$1.73M	Buy	29,156 +1,780	+7%	+$118K	0.01%	883
2022 Q2	$1.81M	Buy	+27,376	New	+$1.91M	0.01%	884

Other funds holding CDC

RPGK

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baird Financial Group's CDC Position: Q1 2023 in Review

Baird Financial Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2023, closing a stake of 33,074 shares — an estimated $2.05M sold.

Baird Financial Group first reported a position in CDC in Q2 2022 and held it in 3 quarters. The position peaked at $2.05M in Q4 2022. 140 funds tracked by Wall St. Rank hold CDC as of Q1 2023.

Baird Financial Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
Baird Financial Group sold 33,074 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $2.05M.
Baird Financial Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 3 quarters.
Baird Financial Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.05M in Q4 2022.
140 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.