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Piershale Financial Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Piershale Financial Group’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 		– Sell
-300
Closed -$18.2K – 270
2023
Q1 		$18.2K Hold
300
– – 0.01% 74
2022
Q4 		$18.6K Buy
+300
New +$18.7K 0.02% 70

Other funds holding CDC

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.65B AUM 29.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Piershale Financial Group's CDC Position: Q2 2023 in Review

Piershale Financial Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 300 shares — an estimated $18.2K sold.

Piershale Financial Group first reported a position in CDC in Q4 2022 and held it in 2 quarters. The position peaked at $18.6K in Q4 2022. 131 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

  • Piershale Financial Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
  • Piershale Financial Group sold 300 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $18.2K.
  • Piershale Financial Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2022 and held it in 2 quarters.
  • Piershale Financial Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $18.6K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.