FFN
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Focus Financial Network’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Focus Financial Network’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
-12,884
Closed -$729K – 646
2023
Q4 		$729K Buy
+12,884
New +$720K 0.03% 375
2023
Q3 		– Sell
-13,222
Closed -$762K – 589
2023
Q2 		$762K Sell
13,222
-11,074
-46% -$652K 0.04% 281
2023
Q1 		$1.47M Buy
24,296
+1,329
+6% +$83.1K 0.09% 180
2022
Q4 		$1.43M Buy
22,967
+1,215
+6% +$75.9K 0.12% 150
2022
Q3 		$1.29M Buy
21,752
+3,901
+22% +$259K 0.11% 153
2022
Q2 		$1.18M Buy
17,851
+7,856
+79% +$549K 0.1% 165
2022
Q1 		$718K Sell
9,995
-310
-3% -$21.7K 0.05% 245
2021
Q4 		$717K Sell
10,305
-60
-0.6% -$4.03K 0.11% 170
2021
Q3 		$667K Hold
10,365
– – 0.09% 206
2021
Q2 		$669K Hold
10,365
– – 0.09% 211
2021
Q1 		$646K Buy
+10,365
New +$598K 0.08% 212

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return