Claraphi Advisory Network’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$682K	Buy	10,986 +4,936	+82%	+$308K	0.27%	102
2022 Q3	$359K	Sell	6,050 -2,723	-31%	-$181K	0.19%	130
2022 Q2	$580K	Buy	8,773 +2,943	+50%	+$206K	0.2%	115
2022 Q1	$419K	Buy	+5,830	New	+$409K	0.12%	162
2021 Q1	–	Sell	-13,556	Closed	-$730K	–	313
2020 Q4	$730K	Sell	13,556 -47,172	-78%	-$2.41M	0.2%	106
2020 Q3	$2.88M	Sell	60,728 -3,013	-5%	-$144K	1.04%	13
2020 Q2	$2.97M	Buy	63,741 +6,941	+12%	+$317K	1.27%	11
2020 Q1	$2.35M	Buy	+56,800	New	+$2.61M	1.11%	15
2019 Q3	–	Sell	-9,397	Closed	-$428K	–	405
2019 Q2	$428K	Buy	+9,397	New	+$423K	0.25%	102

Other funds holding CDC

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return