Sargent Bickham Lagudis’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Sargent Bickham Lagudis’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 Q4	$1.99K	Hold	32	–	–	﹤0.01%	917
2022 Q3	$2K	Buy	+32	New	+$2.13K	﹤0.01%	873

Other funds holding CDC

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 New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sargent Bickham Lagudis's CDC Position: Q4 2022 in Review

Sargent Bickham Lagudis held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q4 2022 at 32 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Sargent Bickham Lagudis first reported a position in CDC in Q3 2022 and has held it in 2 quarters since. The position peaked at $2K in Q3 2022. 149 funds tracked by Wall St. Rank hold CDC as of Q4 2022.

Sargent Bickham Lagudis held 32 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.99K as of Q4 2022.
Sargent Bickham Lagudis left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q4 2022.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #917 holding.
Sargent Bickham Lagudis first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2022 and has held it in 2 quarters since.
Sargent Bickham Lagudis's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2K in Q3 2022.
149 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.