Lumature Wealth Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Lumature Wealth Partners’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	$2.85M	Sell	49,424 -62,471	-56%	-$3.68M	1.69%	11
2023 Q1	$6.78M	Buy	111,895 +10,795	+11%	+$675K	3.8%	4
2022 Q4	$6.28M	Buy	101,100 +6,281	+7%	+$393K	3.51%	5
2022 Q3	$5.63M	Buy	94,819 +30,919	+48%	+$2.05M	3.02%	7
2022 Q2	$4.22M	Buy	+63,900	New	+$4.47M	1.88%	10

Other funds holding CDC

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lumature Wealth Partners's CDC Position: Q2 2023 in Review

Lumature Wealth Partners reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 56% in Q2 2023, selling an estimated $3.68M and leaving 49,424 shares worth $2.85M. The position accounts for 1.69% of the portfolio, ranked #11.

Lumature Wealth Partners first reported a position in CDC in Q2 2022 and has held it in 5 quarters since. The position peaked at $6.78M in Q1 2023. 131 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

Lumature Wealth Partners held 49,424 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $2.85M as of Q2 2023.
Lumature Wealth Partners sold 62,471 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $3.68M.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 1.69% of Lumature Wealth Partners's portfolio in Q2 2023, its #11 holding.
Lumature Wealth Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and has held it in 5 quarters since.
Lumature Wealth Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $6.78M in Q1 2023.
131 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.