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

Dana Investment 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 Q4	–	Sell	-7,566	Closed	-$423K	–	425
2023 Q3	$423K	Sell	7,566 -864	-10%	-$49.1K	0.02%	333
2023 Q2	$486K	Sell	8,430 -9,456	-53%	-$556K	0.02%	321
2023 Q1	$1.08M	Sell	17,886 -48,568	-73%	-$3.04M	0.06%	223
2022 Q4	$4.12M	Sell	66,454 -5,996	-8%	-$375K	0.22%	96
2022 Q3	$4.3M	Buy	72,450 +19,502	+37%	+$1.3M	0.24%	90
2022 Q2	$3.5M	Buy	52,948 +38,980	+279%	+$2.72M	0.18%	101
2022 Q1	$1M	Buy	+13,968	New	+$979K	0.05%	215

Other funds holding CDC

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Bank of America

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

Royal Bank of Canada

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return