Institutional & Family Asset Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Institutional & Family Asset 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
2019 Q4	–	Sell	-101	Closed	-$5K	–	856
2019 Q3	$5K	Sell	101 -2,682	-96%	-$122K	﹤0.01%	553
2019 Q2	$127K	Sell	2,783 -5,764	-67%	-$259K	0.03%	201
2019 Q1	$381K	Sell	8,547 -6,226	-42%	-$272K	0.08%	133
2018 Q4	$625K	Buy	14,773 +6,834	+86%	+$310K	0.15%	100
2018 Q3	$376K	Buy	+7,939	New	+$377K	0.07%	141

Other funds holding CDC

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return