Sigma Planning Corp’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-33,167	Closed	-$2.01M	–	1236
2023 Q1	$2.01M	Sell	33,167 -16,895	-34%	-$1.06M	0.07%	295
2022 Q4	$3.11M	Sell	50,062 -4,846	-9%	-$303K	0.11%	195
2022 Q3	$3.26M	Sell	54,908 -92,473	-63%	-$6.14M	0.12%	180
2022 Q2	$9.74M	Buy	147,381 +32,508	+28%	+$2.27M	0.34%	54
2022 Q1	$8.26M	Buy	+114,873	New	+$8.05M	0.25%	77

Other funds holding CDC

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's CDC Position: Q2 2023 in Review

Sigma Planning Corp sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 33,167 shares — an estimated $2.01M sold.

Sigma Planning Corp first reported a position in CDC in Q1 2022 and held it in 5 quarters. The position peaked at $9.74M in Q2 2022. 131 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

Sigma Planning Corp reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 33,167 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $2.01M.
Sigma Planning Corp first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and held it in 5 quarters.
Sigma Planning Corp's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $9.74M in Q2 2022.
131 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.