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

BDO Wealth Advisors’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 Q2	–	Sell	-2,113	Closed	-$128K	–	995
2023 Q1	$128K	Buy	2,113 +1,731	+453%	+$108K	0.02%	294
2022 Q4	$23.7K	Hold	382	–	–	﹤0.01%	545
2022 Q3	$23K	Hold	382	–	–	﹤0.01%	539
2022 Q2	$25K	Hold	382	–	–	﹤0.01%	521
2022 Q1	$27K	Hold	382	–	–	﹤0.01%	542
2021 Q4	$27K	Hold	382	–	–	﹤0.01%	564
2021 Q3	$25K	Buy	+382	New	+$25K	﹤0.01%	565

Other funds holding CDC

RPGK

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

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

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

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

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

RJFSA

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

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

BDO Wealth Advisors's CDC Position: Q2 2023 in Review

BDO Wealth Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 2,113 shares — an estimated $128K sold.

BDO Wealth Advisors first reported a position in CDC in Q3 2021 and held it in 7 quarters. The position peaked at $128K in Q1 2023. 132 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

BDO Wealth Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 2,113 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $128K.
BDO Wealth Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2021 and held it in 7 quarters.
BDO Wealth Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $128K in Q1 2023.
132 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.