SageView Advisory Group’s VictoryShares International High Div Volatility Wtd ETF CID Stock Holding History

SageView Advisory Group’s Portfolio CID Stock Details CID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,615	Closed	-$236K	–	556
2023 Q1	$236K	Sell	7,615 -3,406	-31%	-$106K	0.02%	431
2022 Q4	$323K	Buy	+11,021	New	+$306K	0.03%	310

Other funds holding CID

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageView Advisory Group's CID Position: Q2 2023 in Review

SageView Advisory Group sold out of VictoryShares International High Div Volatility Wtd ETF (CID) in Q2 2023, closing a stake of 7,615 shares — an estimated $236K sold.

SageView Advisory Group first reported a position in CID in Q4 2022 and held it in 2 quarters. The position peaked at $323K in Q4 2022. 9 funds tracked by Wall St. Rank hold CID as of Q2 2023.

SageView Advisory Group reported no remaining VictoryShares International High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
SageView Advisory Group sold 7,615 VictoryShares International High Div Volatility Wtd ETF shares in Q2 2023, an estimated $236K.
SageView Advisory Group first reported a position in VictoryShares International High Div Volatility Wtd ETF in Q4 2022 and held it in 2 quarters.
SageView Advisory Group's VictoryShares International High Div Volatility Wtd ETF position peaked at $323K in Q4 2022.
9 funds tracked by Wall St. Rank held VictoryShares International High Div Volatility Wtd ETF as of Q2 2023.

Based on SageView Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.