Elevation Wealth Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Elevation Wealth Partners’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	–	Sell	-189	Closed	-$10.5K	–	483
2023 Q4	$10.5K	Hold	189	–	–	0.01%	328
2023 Q3	$10.5K	Buy	189 +2	+1%	+$114	0.01%	243
2023 Q2	$10.8K	Buy	187 +2	+1%	+$118	0.01%	249
2023 Q1	$11.2K	Buy	+185	New	+$11.6K	0.01%	252

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevation Wealth Partners's CDC Position: Q1 2024 in Review

Elevation Wealth Partners sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2024, closing a stake of 189 shares — an estimated $10.5K sold.

Elevation Wealth Partners first reported a position in CDC in Q1 2023 and held it in 4 quarters. The position peaked at $11.2K in Q1 2023. 105 funds tracked by Wall St. Rank hold CDC as of Q1 2024.

Elevation Wealth Partners reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Elevation Wealth Partners sold 189 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $10.5K.
Elevation Wealth Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2023 and held it in 4 quarters.
Elevation Wealth Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $11.2K in Q1 2023.
105 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.