Hershey Financial Advisers’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Hershey Financial Advisers’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 Q2	$148K	Buy	+2,533	New	+$149K	0.13%	56

Other funds holding CDC

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hershey Financial Advisers's CDC Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2024: 2,533 shares worth $148K. The stake represents 0.13% of the portfolio and ranks #56 among its holdings.

99 funds tracked by Wall St. Rank hold CDC as of Q2 2024.

Hershey Financial Advisers held 2,533 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $148K as of Q2 2024.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF was a new Hershey Financial Advisers position in Q2 2024.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.13% of Hershey Financial Advisers's portfolio in Q2 2024, its #56 holding.
99 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.