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

Kovack 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
2023
Q2 		– Sell
-14,780
Closed -$896K – 591
2023
Q1 		$896K Sell
14,780
-2,298
-13% -$144K 0.12% 172
2022
Q4 		$1.06M Sell
17,078
-21,404
-56% -$1.34M 0.15% 139
2022
Q3 		$2.28M Buy
38,482
+1,725
+5% +$115K 0.34% 60
2022
Q2 		$2.43M Buy
36,757
+26,252
+250% +$1.83M 0.32% 69
2022
Q1 		$754K Buy
10,505
+3,742
+55% +$262K 0.08% 282
2021
Q4 		$471K Buy
6,763
+1,312
+24% +$88.2K 0.05% 399
2021
Q3 		$351K Sell
5,451
-1,200
-18% -$78.6K 0.04% 475
2021
Q2 		$430K Buy
6,651
+457
+7% +$29.7K 0.05% 395
2021
Q1 		$386K Buy
6,194
+878
+17% +$50.7K 0.05% 375
2020
Q4 		$286K Buy
5,316
+271
+5% +$13.9K 0.04% 422
2020
Q3 		$239K Hold
5,045
– – 0.04% 371
2020
Q2 		$235K Hold
5,045
– – 0.05% 364
2020
Q1 		$209K Buy
5,045
+17
+0.3% +$780 0.05% 364
2019
Q4 		$246K Hold
5,028
– – 0.04% 406
2019
Q3 		$234K Sell
5,028
-1,691
-25% -$76.9K 0.05% 387
2019
Q2 		$306K Hold
6,719
– – 0.07% 304
2019
Q1 		$299K Sell
6,719
-2,265
-25% -$98.9K 0.07% 293
2018
Q4 		$380K Buy
8,984
+23
+0.3% +$1.04K 0.11% 216
2018
Q3 		$424K Hold
8,961
– – 0.11% 224
2018
Q2 		$415K Buy
8,961
+390
+5% +$17.8K 0.12% 210
2018
Q1 		$389K Buy
+8,571
New +$396K 0.1% 244

Other funds holding CDC

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovack Advisors's CDC Position: Q2 2023 in Review

Kovack Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 14,780 shares — an estimated $896K sold.

Kovack Advisors first reported a position in CDC in Q1 2018 and held it in 21 quarters. The position peaked at $2.43M in Q2 2022. 132 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

  • Kovack Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
  • Kovack Advisors sold 14,780 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $896K.
  • Kovack Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2018 and held it in 21 quarters.
  • Kovack Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.43M in Q2 2022.
  • 132 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Kovack Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.