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

JNBA Financial 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
2018
Q2 		– Sell
-1,507
Closed -$68K – 530
2018
Q1 		$68K Buy
+1,507
New +$69.7K 0.01% 195

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

JNBA Financial Advisors's CDC Position: Q2 2018 in Review

JNBA Financial Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2018, closing a stake of 1,507 shares — an estimated $68K sold.

JNBA Financial Advisors first reported a position in CDC in Q1 2018 and held it in 1 quarter. The position peaked at $68K in Q1 2018. 44 funds tracked by Wall St. Rank hold CDC as of Q2 2018.

  • JNBA Financial Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,507 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2018, an estimated $68K.
  • JNBA Financial Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $68K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2018.

Based on JNBA Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.