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

Selective 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
2022
Q1 		– Sell
-740
Closed -$52K – 737
2021
Q4 		$52K Hold
740
– – 0.02% 269
2021
Q3 		$48K Buy
+740
New +$48.5K 0.03% 257

Other funds holding CDC

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
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
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Selective Wealth Management's CDC Position: Q1 2022 in Review

Selective Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2022, closing a stake of 740 shares — an estimated $52K sold.

Selective Wealth Management first reported a position in CDC in Q3 2021 and held it in 2 quarters. The position peaked at $52K in Q4 2021. 112 funds tracked by Wall St. Rank hold CDC as of Q1 2022.

  • Selective Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 740 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2022, an estimated $52K.
  • Selective Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2021 and held it in 2 quarters.
  • Selective Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $52K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.