Kingsview Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Kingsview Wealth 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
2024 Q3	–	Sell	-5,510	Closed	-$323K	–	1101
2024 Q2	$323K	Buy	+5,510	New	+$323K	0.01%	810
2022 Q3	–	Sell	-19,847	Closed	-$1.31M	–	823
2022 Q2	$1.31M	Buy	+19,847	New	+$1.39M	0.06%	296

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingsview Wealth Management's CDC Position: Q3 2024 in Review

Kingsview Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2024, closing a stake of 5,510 shares — an estimated $323K sold.

Kingsview Wealth Management first reported a position in CDC in Q2 2022 and held it in 2 quarters. The position peaked at $1.31M in Q2 2022. 98 funds tracked by Wall St. Rank hold CDC as of Q3 2024.

Kingsview Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 5,510 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2024, an estimated $323K.
Kingsview Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 2 quarters.
Kingsview Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.31M in Q2 2022.
98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.