CPL
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CAP Partners LLC’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

CAP Partners LLC’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
-4,286
Closed -$242K – 121
2023
Q4 		$242K Buy
+4,286
New +$240K 0.24% 88

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAP Partners LLC's CDC Position: Q1 2024 in Review

CAP Partners LLC sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2024, closing a stake of 4,286 shares — an estimated $242K sold.

CAP Partners LLC first reported a position in CDC in Q4 2023 and held it in 1 quarter. The position peaked at $242K in Q4 2023. 105 funds tracked by Wall St. Rank hold CDC as of Q1 2024.

  • CAP Partners LLC reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • CAP Partners LLC sold 4,286 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $242K.
  • CAP Partners LLC first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2023 and held it in 1 quarter.
  • CAP Partners LLC's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $242K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2024.

Based on CAP Partners LLC's 13F filing for Q1 2024, filed 18 Apr 2024.