PCA Investment Advisory Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

PCA Investment Advisory 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
2023 Q3	–	Sell	-2,353	Closed	-$136K	–	158
2023 Q2	$136K	Buy	+2,353	New	+$138K	0.08%	162

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

PCA Investment Advisory Services's CDC Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2023, closing a stake of 2,353 shares — an estimated $136K sold.

PCA Investment Advisory Services first reported a position in CDC in Q2 2023 and held it in 1 quarter. The position peaked at $136K in Q2 2023. 112 funds tracked by Wall St. Rank hold CDC as of Q3 2023.

PCA Investment Advisory Services reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 2,353 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $136K.
PCA Investment Advisory Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $136K 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 PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.