EverSource Wealth Advisors’s VictoryShares International High Div Volatility Wtd ETF CID Stock Holding History

EverSource Wealth Advisors’s Portfolio CID Stock Details CID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,587	Closed	-$47.4K	–	2789
2023 Q3	$47.4K	Buy	1,587 +16	+1%	+$490	0.01%	830
2023 Q2	$48.5K	Buy	1,571 +34	+2%	+$1.05K	0.01%	851
2023 Q1	$47.6K	Buy	1,537 +10	+0.7%	+$312	0.01%	808
2022 Q4	$44.7K	Buy	1,527 +19	+1%	+$527	0.01%	804
2022 Q3	$38K	Buy	1,508 +25	+2%	+$702	0.01%	713
2022 Q2	$44K	Buy	+1,483	New	+$46.7K	0.01%	655

Other funds holding CID

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EverSource Wealth Advisors's CID Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of VictoryShares International High Div Volatility Wtd ETF (CID) in Q4 2023, closing a stake of 1,587 shares — an estimated $47.4K sold.

EverSource Wealth Advisors first reported a position in CID in Q2 2022 and held it in 6 quarters. The position peaked at $48.5K in Q2 2023. 15 funds tracked by Wall St. Rank hold CID as of Q4 2023.

EverSource Wealth Advisors reported no remaining VictoryShares International High Div Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 1,587 VictoryShares International High Div Volatility Wtd ETF shares in Q4 2023, an estimated $47.4K.
EverSource Wealth Advisors first reported a position in VictoryShares International High Div Volatility Wtd ETF in Q2 2022 and held it in 6 quarters.
EverSource Wealth Advisors's VictoryShares International High Div Volatility Wtd ETF position peaked at $48.5K in Q2 2023.
15 funds tracked by Wall St. Rank held VictoryShares International High Div Volatility Wtd ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.