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

Lee Financial’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 Q3	–	Sell	-1	Closed	-$39	–	838
2023 Q2	$39	Hold	1	–	–	﹤0.01%	777
2023 Q1	$41	Sell	1 -200	-100%	-$12.5K	﹤0.01%	782
2022 Q4	$12.5K	Hold	201	–	–	﹤0.01%	421
2022 Q3	$12K	Hold	201	–	–	﹤0.01%	402
2022 Q2	$13K	Buy	+201	New	+$14K	﹤0.01%	401

Other funds holding CDC

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

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

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

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 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

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

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

Lee Financial's CDC Position: Q3 2023 in Review

Lee Financial sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2023, closing a stake of 1 share — an estimated $39 sold.

Lee Financial first reported a position in CDC in Q2 2022 and held it in 5 quarters. The position peaked at $13K in Q2 2022. 112 funds tracked by Wall St. Rank hold CDC as of Q3 2023.

Lee Financial reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 1 VictoryShares US EQ Income Enhanced Volatility Wtd ETF share in Q3 2023, an estimated $39.
Lee Financial first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 5 quarters.
Lee Financial's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $13K in Q2 2022.
112 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.