Sanctuary Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Sanctuary Wealth Management’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
2024 Q4	$44.9K	Hold	717	–	–	0.03%	94
2024 Q3	$46.6K	Hold	717	–	–	0.03%	106
2024 Q2	$42K	Hold	717	–	–	0.03%	95
2024 Q1	$42.7K	Sell	717 -113	-14%	-$6.39K	0.03%	96
2023 Q4	$47K	Buy	830 +96	+13%	+$5.37K	0.05%	87
2023 Q3	$41K	Sell	734 -106	-13%	-$6.03K	0.04%	81
2023 Q2	$48.4K	Buy	+840	New	+$49.4K	0.05%	78

Other funds holding CDC

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SOS

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sanctuary Wealth Management's CDC Position: Q4 2024 in Review

Sanctuary Wealth Management held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q4 2024 at 717 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #94.

Sanctuary Wealth Management first reported a position in CDC in Q2 2023 and has held it in 7 quarters since. The position peaked at $48.4K in Q2 2023. 98 funds tracked by Wall St. Rank hold CDC as of Q4 2024.

Sanctuary Wealth Management held 717 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $44.9K as of Q4 2024.
Sanctuary Wealth Management left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q4 2024.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #94 holding.
Sanctuary Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2023 and has held it in 7 quarters since.
Sanctuary Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $48.4K in Q2 2023.
98 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.