Horizons Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Horizons Wealth 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
2024 Q2	–	Sell	-191	Closed	-$10.8K	–	176
2024 Q1	$10.8K	Hold	191	–	–	0.01%	130
2023 Q4	$10.8K	Sell	191 -5,401	-97%	-$302K	0.01%	130
2023 Q3	$312K	Sell	5,592 -190	-3%	-$10.8K	0.23%	51
2023 Q2	$333K	Sell	5,782 -269	-4%	-$15.8K	0.24%	49
2023 Q1	$367K	Buy	6,051 +366	+6%	+$22.9K	0.27%	43
2022 Q4	$353K	Hold	5,685	–	–	0.28%	38
2022 Q3	$337K	Hold	5,685	–	–	0.31%	35
2022 Q2	$397K	Buy	+5,685	New	+$397K	0.32%	36

Other funds holding CDC

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Horizons Wealth Management's CDC Position: Q2 2024 in Review

Horizons Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2024, closing a stake of 191 shares — an estimated $10.8K sold.

Horizons Wealth Management first reported a position in CDC in Q2 2022 and held it in 8 quarters. The position peaked at $397K in Q2 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q2 2024.

Horizons Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
Horizons Wealth Management sold 191 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $10.8K.
Horizons Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 8 quarters.
Horizons Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $397K in Q2 2022.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2024.

Based on Horizons Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.