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

Cresta 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
2023 Q3	–	Sell	-26,652	Closed	-$1.54M	–	48
2023 Q2	$1.54M	Sell	26,652 -70,022	-72%	-$4.12M	1.19%	24
2023 Q1	$5.86M	Sell	96,674 -3,534	-4%	-$221K	4.56%	9
2022 Q4	$6.22M	Sell	100,208 -28,596	-22%	-$1.79M	5.43%	6
2022 Q3	$7.65M	Buy	+128,804	New	+$8.56M	9.44%	3

Other funds holding CDC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Cresta Advisors's CDC Position: Q3 2023 in Review

Cresta Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2023, closing a stake of 26,652 shares — an estimated $1.54M sold.

Cresta Advisors first reported a position in CDC in Q3 2022 and held it in 4 quarters. The position peaked at $7.65M in Q3 2022. 111 funds tracked by Wall St. Rank hold CDC as of Q3 2023.

Cresta Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Cresta Advisors sold 26,652 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $1.54M.
Cresta Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2022 and held it in 4 quarters.
Cresta Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $7.65M in Q3 2022.
111 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Cresta Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.