GA
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GoalVest Advisory’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

GoalVest Advisory’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
2023
Q1 		– Sell
-250
Closed -$15.5K – 264
2022
Q4 		$15.5K Buy
+250
New +$15.6K 0.01% 171

Other funds holding CDC

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GoalVest Advisory's CDC Position: Q1 2023 in Review

GoalVest Advisory sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2023, closing a stake of 250 shares — an estimated $15.5K sold.

GoalVest Advisory first reported a position in CDC in Q4 2022 and held it in 1 quarter. The position peaked at $15.5K in Q4 2022. 140 funds tracked by Wall St. Rank hold CDC as of Q1 2023.

  • GoalVest Advisory reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • GoalVest Advisory sold 250 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $15.5K.
  • GoalVest Advisory first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2022 and held it in 1 quarter.
  • GoalVest Advisory's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $15.5K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.