CA
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CapWealth Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

CapWealth 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
2016
Q4 		– Sell
-579
Closed -$23K – 123
2016
Q3 		$23K Sell
579
-596
-51% -$23.6K 0.01% 176
2016
Q2 		$45K Sell
1,175
-216
-16% -$8.14K 0.01% 146
2016
Q1 		$53K Sell
1,391
-135
-9% -$4.78K 0.01% 133
2015
Q4 		$54K Sell
1,526
-788
-34% -$28.3K 0.01% 120
2015
Q3 		$79K Sell
2,314
-1,888
-45% -$66.8K 0.02% 106
2015
Q2 		$149K Sell
4,202
-1,251
-23% -$45.6K 0.04% 84
2015
Q1 		$198K Buy
+5,453
New +$200K 0.05% 79

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return