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

Regal Investment 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
2023 Q2	–	Sell	-4,131	Closed	-$250K	–	519
2023 Q1	$250K	Sell	4,131 -920	-18%	-$57.6K	0.02%	434
2022 Q4	$314K	Sell	5,051 -336	-6%	-$21K	0.03%	369
2022 Q3	$320K	Buy	+5,387	New	+$358K	0.03%	351

Other funds holding CDC

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Regal Investment Advisors's CDC Position: Q2 2023 in Review

Regal Investment Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 4,131 shares — an estimated $250K sold.

Regal Investment Advisors first reported a position in CDC in Q3 2022 and held it in 3 quarters. The position peaked at $320K in Q3 2022. 132 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

Regal Investment Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Regal Investment Advisors sold 4,131 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $250K.
Regal Investment Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2022 and held it in 3 quarters.
Regal Investment Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $320K in Q3 2022.
132 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.