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Inspire Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Inspire 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
2022
Q3 		– Sell
-3,166
Closed -$209K – 161
2022
Q2 		$209K Buy
3,166
+11
+0.3% +$769 0.06% 84
2022
Q1 		$227K Buy
+3,155
New +$221K 0.06% 79

Other funds holding CDC

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Inspire Advisors's CDC Position: Q3 2022 in Review

Inspire Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2022, closing a stake of 3,166 shares — an estimated $209K sold.

Inspire Advisors first reported a position in CDC in Q1 2022 and held it in 2 quarters. The position peaked at $227K in Q1 2022. 136 funds tracked by Wall St. Rank hold CDC as of Q3 2022.

  • Inspire Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • Inspire Advisors sold 3,166 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2022, an estimated $209K.
  • Inspire Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and held it in 2 quarters.
  • Inspire Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $227K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2022.

Based on Inspire Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.