Janney Montgomery Scott
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Janney Montgomery Scott’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Janney Montgomery Scott’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
2021
Q1 		– Sell
-4,930
Closed -$265K – 2261
2020
Q4 		$265K Sell
4,930
-3,443
-41% -$176K ﹤0.01% 1955
2020
Q3 		$397K Sell
8,373
-1,573
-16% -$75.1K ﹤0.01% 1545
2020
Q2 		$463K Sell
9,946
-12,495
-56% -$570K ﹤0.01% 1402
2020
Q1 		$929K Sell
22,441
-3,499
-13% -$161K 0.01% 956
2019
Q4 		$1.27M Sell
25,940
-51
-0.2% -$2.42K 0.01% 963
2019
Q3 		$1.21M Sell
25,991
-1,607
-6% -$73.1K 0.01% 952
2019
Q2 		$1.26M Sell
27,598
-14,845
-35% -$667K 0.01% 931
2019
Q1 		$1.89M Buy
42,443
+5,136
+14% +$224K 0.02% 736
2018
Q4 		$1.58M Sell
37,307
-2,479
-6% -$113K 0.02% 723
2018
Q3 		$1.88M Buy
39,786
+11,578
+41% +$550K 0.02% 720
2018
Q2 		$1.31M Buy
28,208
+5,066
+22% +$232K 0.01% 854
2018
Q1 		$1.05M Buy
23,142
+15,930
+221% +$737K 0.01% 943
2017
Q4 		$335K Buy
+7,212
New +$329K ﹤0.01% 1529

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott's CDC Position: Q1 2021 in Review

Janney Montgomery Scott sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2021, closing a stake of 4,930 shares — an estimated $265K sold.

Janney Montgomery Scott first reported a position in CDC in Q4 2017 and held it in 13 quarters. The position peaked at $1.89M in Q1 2019. 68 funds tracked by Wall St. Rank hold CDC as of Q1 2021.

  • Janney Montgomery Scott reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,930 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2021, an estimated $265K.
  • Janney Montgomery Scott first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2017 and held it in 13 quarters.
  • Janney Montgomery Scott's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.89M in Q1 2019.
  • 68 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2021.

Based on Janney Montgomery Scott's 13F filing for Q1 2021, filed 27 Apr 2021.