MML Investors Services
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MML Investors Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

MML Investors Services’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
Q2 		– Sell
-3,890
Closed -$232K – 2492
2024
Q1 		$232K Sell
3,890
-5,043
-56% -$285K ﹤0.01% 2276
2023
Q4 		$505K Sell
8,933
-3,729
-29% -$208K ﹤0.01% 1745
2023
Q3 		$707K Sell
12,662
-21,092
-62% -$1.2M ﹤0.01% 1433
2023
Q2 		$1.94M Sell
33,754
-4,877
-13% -$287K 0.01% 919
2023
Q1 		$2.34M Sell
38,631
-4,998
-11% -$313K 0.02% 722
2022
Q4 		$2.71M Sell
43,629
-18,496
-30% -$1.16M 0.02% 706
2022
Q3 		$3.69M Sell
62,125
-4,632
-7% -$308K 0.03% 533
2022
Q2 		$4.41M Buy
66,757
+17,958
+37% +$1.25M 0.03% 467
2022
Q1 		$3.51M Buy
48,799
+7,983
+20% +$559K 0.02% 572
2021
Q4 		$2.84M Sell
40,816
-2,218
-5% -$149K 0.02% 617
2021
Q3 		$2.77M Sell
43,034
-2,282
-5% -$149K 0.02% 609
2021
Q2 		$2.93M Buy
45,316
+9,345
+26% +$608K 0.02% 562
2021
Q1 		$2.24M Sell
35,971
-9
-0% -$520 0.02% 613
2020
Q4 		$1.94M Buy
35,980
+8,272
+30% +$423K 0.02% 603
2020
Q3 		$1.31M Buy
27,708
+15,990
+136% +$763K 0.02% 670
2020
Q2 		$546K Buy
+11,718
New +$535K 0.01% 955
2019
Q4 		– Sell
-10,109
Closed -$470K – 1505
2019
Q3 		$470K Sell
10,109
-266
-3% -$12.1K 0.01% 968
2019
Q2 		$472K Buy
10,375
+197
+2% +$8.86K 0.01% 1055
2019
Q1 		$453K Buy
10,178
+153
+2% +$6.68K 0.01% 1051
2018
Q4 		$424K Sell
10,025
-1,890
-16% -$85.8K 0.01% 988
2018
Q3 		$564K Buy
11,915
+2,147
+22% +$102K 0.01% 941
2018
Q2 		$452K Sell
9,768
-2,240
-19% -$103K 0.01% 884
2018
Q1 		$545K Buy
12,008
+652
+6% +$30.2K 0.01% 805
2017
Q4 		$527K Buy
11,356
+20
+0.2% +$912 0.01% 807
2017
Q3 		$503K Sell
11,336
-26
-0.2% -$1.14K 0.01% 785
2017
Q2 		$493K Buy
+11,362
New +$490K 0.01% 775

Other funds holding CDC

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services's CDC Position: Q2 2024 in Review

MML Investors Services sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2024, closing a stake of 3,890 shares — an estimated $232K sold.

MML Investors Services first reported a position in CDC in Q2 2017 and held it in 26 quarters. The position peaked at $4.41M in Q2 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q2 2024.

  • MML Investors Services reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • MML Investors Services sold 3,890 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $232K.
  • MML Investors Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2017 and held it in 26 quarters.
  • MML Investors Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $4.41M in Q2 2022.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2024.

Based on MML Investors Services's 13F filing for Q2 2024, filed 14 Aug 2024.