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Pinnacle Private Wealth’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.96M Buy
29,705
+20,490
+222% +$1.43M 0.77% 25
2022
Q1 		$662K Buy
+9,215
New +$646K 0.21% 112

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Private Wealth's CDC Position: Q2 2022 in Review

Pinnacle Private Wealth increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 222% in Q2 2022, buying an estimated $1.43M and bringing the position to 29,705 shares worth $1.96M. The position accounts for 0.77% of the portfolio, ranked #25.

Pinnacle Private Wealth first reported a position in CDC in Q1 2022 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold CDC as of Q2 2022.

  • Pinnacle Private Wealth held 29,705 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.96M as of Q2 2022.
  • Pinnacle Private Wealth bought 20,490 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2022, an estimated $1.43M.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.77% of Pinnacle Private Wealth's portfolio in Q2 2022, its #25 holding.
  • Pinnacle Private Wealth first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.