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

Palladiem’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 		$4.21M Sell
75,379
-1,031
-1% -$58.6K 4.55% 8
2023
Q2 		$4.4M Buy
+76,410
New +$4.5M 4.53% 7

Other funds holding CDC

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

Palladiem's CDC Position: Q3 2023 in Review

Palladiem reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1.3% in Q3 2023, selling an estimated $58.6K and leaving 75,379 shares worth $4.21M. The position accounts for 4.55% of the portfolio, ranked #8.

Palladiem first reported a position in CDC in Q2 2023 and has held it in 2 quarters since. The position peaked at $4.4M in Q2 2023. 112 funds tracked by Wall St. Rank hold CDC as of Q3 2023.

  • Palladiem held 75,379 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $4.21M as of Q3 2023.
  • Palladiem sold 1,031 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $58.6K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 4.55% of Palladiem's portfolio in Q3 2023, its #8 holding.
  • Palladiem first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2023 and has held it in 2 quarters since.
  • Palladiem's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $4.4M in Q2 2023.
  • 112 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.