Gradient Investments’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Gradient Investments’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 Q4	–	Sell	-184	Closed	-$10.3K	–	1844
2023 Q3	$10.3K	Hold	184	–	–	﹤0.01%	804
2023 Q2	$10.6K	Hold	184	–	–	﹤0.01%	804
2023 Q1	$11.2K	Sell	184 -1,108	-86%	-$69.3K	﹤0.01%	785
2022 Q4	$80.2K	Buy	1,292 +184	+17%	+$11.5K	﹤0.01%	422
2022 Q3	$66K	Hold	1,108	–	–	﹤0.01%	436
2022 Q2	$73K	Buy	+1,108	New	+$77.4K	﹤0.01%	416
2021 Q1	–	Sell	-600	Closed	-$28K	–	1161
2020 Q4	$28K	Hold	600	–	–	﹤0.01%	499
2020 Q3	$28K	Hold	600	–	–	﹤0.01%	502
2020 Q2	$28K	Hold	600	–	–	﹤0.01%	465
2020 Q1	$25K	Sell	600 -200	-25%	-$9.18K	﹤0.01%	463
2019 Q4	$39K	Buy	800 +600	+300%	+$28.4K	﹤0.01%	443
2019 Q3	$9K	Hold	200	–	–	﹤0.01%	682
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	662
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	563
2018 Q4	$8K	Buy	+200	New	+$9.08K	﹤0.01%	619

Other funds holding CDC

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Gradient Investments's CDC Position: Q4 2023 in Review

Gradient Investments sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2023, closing a stake of 184 shares — an estimated $10.3K sold.

Gradient Investments first reported a position in CDC in Q4 2018 and held it in 15 quarters. The position peaked at $80.2K in Q4 2022. 118 funds tracked by Wall St. Rank hold CDC as of Q4 2023.

Gradient Investments reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 184 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2023, an estimated $10.3K.
Gradient Investments first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2018 and held it in 15 quarters.
Gradient Investments's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $80.2K in Q4 2022.
118 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.