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

Cetera 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
2024 Q1	$349K	Sell	5,861 -606	-9%	-$34.3K	﹤0.01%	1838
2023 Q4	$366K	Sell	6,467 -3,388	-34%	-$189K	0.01%	1303
2023 Q3	$550K	Sell	9,855 -18,212	-65%	-$1.04M	0.01%	1005
2023 Q2	$1.62M	Sell	28,067 -104,072	-79%	-$6.12M	0.03%	539
2023 Q1	$8.01M	Buy	132,139 +31,431	+31%	+$1.97M	0.13%	159
2022 Q4	$6.25M	Sell	100,708 -4,687	-4%	-$293K	0.11%	193
2022 Q3	$6.26M	Buy	105,395 +15,319	+17%	+$1.02M	0.17%	141
2022 Q2	$5.95M	Buy	90,076 +60,954	+209%	+$4.26M	0.14%	157
2022 Q1	$2.09M	Buy	+29,122	New	+$2.04M	0.04%	404

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's CDC Position: Q1 2024 in Review

Cetera Advisors reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 9.4% in Q1 2024, selling an estimated $34.3K and leaving 5,861 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Cetera Advisors first reported a position in CDC in Q1 2022 and has held it in 9 quarters since. The position peaked at $8.01M in Q1 2023. 104 funds tracked by Wall St. Rank hold CDC as of Q1 2024.

Cetera Advisors held 5,861 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $349K as of Q1 2024.
Cetera Advisors sold 606 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $34.3K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1838 holding.
Cetera Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 9 quarters since.
Cetera Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $8.01M in Q1 2023.
104 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.