James Reed Financial Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

James Reed Financial Services’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	$17.6M	Sell	297,229 -3,402	-1%	-$226K	26.41%	3
2022 Q2	$19.9M	Buy	+300,631	New	+$21M	27.54%	2

Other funds holding CDC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

James Reed Financial Services's CDC Position: Q3 2022 in Review

James Reed Financial Services reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1.1% in Q3 2022, selling an estimated $226K and leaving 297,229 shares worth $17.6M. The position accounts for 26.41% of the portfolio, ranked #3.

James Reed Financial Services first reported a position in CDC in Q2 2022 and has held it in 2 quarters since. The position peaked at $19.9M in Q2 2022. 136 funds tracked by Wall St. Rank hold CDC as of Q3 2022.

James Reed Financial Services held 297,229 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $17.6M as of Q3 2022.
James Reed Financial Services sold 3,402 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2022, an estimated $226K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 26.41% of James Reed Financial Services's portfolio in Q3 2022, its #3 holding.
James Reed Financial Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and has held it in 2 quarters since.
James Reed Financial Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $19.9M in Q2 2022.
136 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2022.

Based on James Reed Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.