Creative Financial Designs’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Creative Financial Designs’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
2019 Q4	–	Sell	-252	Closed	-$11K	–	548
2019 Q3	$11K	Buy	+252	New	+$11.5K	0.01%	394

Other funds holding CDC

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Financial Designs's CDC Position: Q4 2019 in Review

Creative Financial Designs sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2019, closing a stake of 252 shares — an estimated $11K sold.

Creative Financial Designs first reported a position in CDC in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 61 funds tracked by Wall St. Rank hold CDC as of Q4 2019.

Creative Financial Designs reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
Creative Financial Designs sold 252 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2019, an estimated $11K.
Creative Financial Designs first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2019 and held it in 1 quarter.
Creative Financial Designs's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $11K in Q3 2019.
61 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2019.

Based on Creative Financial Designs's 13F filing for Q4 2019, filed 17 Jan 2020.