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

MONECO 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
2024
Q3 		– Sell
-13,698
Closed -$802K – 437
2024
Q2 		$802K Sell
13,698
-525
-4% -$30.8K 0.12% 170
2024
Q1 		$847K Sell
14,223
-2,869
-17% -$162K 0.13% 170
2023
Q4 		$967K Sell
17,092
-9,017
-35% -$504K 0.18% 134
2023
Q3 		$1.46M Sell
26,109
-69,211
-73% -$3.94M 0.4% 62
2023
Q2 		$5.49M Sell
95,320
-3,947
-4% -$232K 1.49% 11
2023
Q1 		$6.02M Buy
99,267
+4,328
+5% +$271K 1.77% 10
2022
Q4 		$5.89M Buy
94,939
+5,131
+6% +$321K 2.13% 8
2022
Q3 		$5.33M Buy
89,808
+16,569
+23% +$1.1M 2.13% 8
2022
Q2 		$4.84M Buy
73,239
+4,077
+6% +$285K 1.88% 11
2022
Q1 		$4.97M Buy
69,162
+5,154
+8% +$361K 1.83% 11
2021
Q4 		$4.51M Buy
64,008
+5,805
+10% +$390K 1.69% 10
2021
Q3 		$3.75M Buy
58,203
+2,395
+4% +$157K 1.48% 12
2021
Q2 		$3.6M Buy
55,808
+9,587
+21% +$624K 1.66% 10
2021
Q1 		$2.88M Buy
46,221
+12,366
+37% +$714K 1.4% 14
2020
Q4 		$1.89M Buy
33,855
+24,073
+246% +$1.23M 1.04% 23
2020
Q3 		$464K Buy
9,782
+1,393
+17% +$66.5K 0.3% 79
2020
Q2 		$391K Sell
8,389
-1,589
-16% -$72.5K 0.31% 80
2020
Q1 		$413K Buy
+9,978
New +$458K 0.42% 58

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MONECO Advisors's CDC Position: Q3 2024 in Review

MONECO Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2024, closing a stake of 13,698 shares — an estimated $802K sold.

MONECO Advisors first reported a position in CDC in Q1 2020 and held it in 18 quarters. The position peaked at $6.02M in Q1 2023. 97 funds tracked by Wall St. Rank hold CDC as of Q3 2024.

  • MONECO Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
  • MONECO Advisors sold 13,698 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2024, an estimated $802K.
  • MONECO Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2020 and held it in 18 quarters.
  • MONECO Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $6.02M in Q1 2023.
  • 97 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2024.

Based on MONECO Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.