Fulcrum Equity Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Fulcrum Equity Management’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
2022 Q3	–	Sell	-44,748	Closed	-$2.96M	–	69
2022 Q2	$2.96M	Sell	44,748 -9,225	-17%	-$645K	2.39%	8
2022 Q1	$3.88M	Buy	53,973 +16,626	+45%	+$1.17M	2.3%	6
2021 Q4	$2.6M	Buy	37,347 +1,191	+3%	+$80K	0.97%	38
2021 Q3	$2.33M	Sell	36,156 -74	-0.2%	-$4.85K	0.9%	39
2021 Q2	$2.34M	Buy	+36,230	New	+$2.36M	0.87%	39

Other funds holding CDC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fulcrum Equity Management's CDC Position: Q3 2022 in Review

Fulcrum Equity Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2022, closing a stake of 44,748 shares — an estimated $2.96M sold.

Fulcrum Equity Management first reported a position in CDC in Q2 2021 and held it in 5 quarters. The position peaked at $3.88M in Q1 2022. 136 funds tracked by Wall St. Rank hold CDC as of Q3 2022.

Fulcrum Equity Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
Fulcrum Equity Management sold 44,748 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2022, an estimated $2.96M.
Fulcrum Equity Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2021 and held it in 5 quarters.
Fulcrum Equity Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $3.88M in Q1 2022.
136 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.