Retirement Planning Group (Kansas)’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Retirement Planning Group (Kansas)’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 Q4	–	Sell	-10,102	Closed	-$564K	–	187
2023 Q3	$564K	Sell	10,102 -1,939,053	-99%	-$110M	0.06%	89
2023 Q2	$112M	Buy	1,949,155 +24,606	+1%	+$1.45M	11.21%	2
2023 Q1	$117M	Buy	1,924,549 +98,408	+5%	+$6.16M	12.43%	1
2022 Q4	$113M	Buy	1,826,141 +96,417	+6%	+$6.03M	12.95%	1
2022 Q3	$103M	Buy	1,729,724 +23,241	+1%	+$1.54M	12.91%	1
2022 Q2	$113M	Buy	1,706,483 +257,113	+18%	+$18M	13.92%	1
2022 Q1	$104M	Buy	+1,449,370	New	+$102M	11.38%	3

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return