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

Glass Jacobson 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
2024
Q1 		– Sell
-100
Closed -$5.66K – 758
2023
Q4 		$5.66K Buy
+100
New +$5.59K ﹤0.01% 579

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Glass Jacobson Investment Advisors's CDC Position: Q1 2024 in Review

Glass Jacobson Investment Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2024, closing a stake of 100 shares — an estimated $5.66K sold.

Glass Jacobson Investment Advisors first reported a position in CDC in Q4 2023 and held it in 1 quarter. The position peaked at $5.66K in Q4 2023. 105 funds tracked by Wall St. Rank hold CDC as of Q1 2024.

  • Glass Jacobson Investment Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 100 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $5.66K.
  • Glass Jacobson Investment Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2023 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $5.66K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.