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Southland Equity Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Southland Equity Partners’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
Q3 		– Sell
-10,159
Closed -$672K – 162
2022
Q2 		$672K Buy
10,159
+6,490
+177% +$454K 0.31% 58
2022
Q1 		$264K Buy
+3,669
New +$257K 0.11% 142

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Southland Equity Partners's CDC Position: Q3 2022 in Review

Southland Equity Partners sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2022, closing a stake of 10,159 shares — an estimated $672K sold.

Southland Equity Partners first reported a position in CDC in Q1 2022 and held it in 2 quarters. The position peaked at $672K in Q2 2022. 136 funds tracked by Wall St. Rank hold CDC as of Q3 2022.

  • Southland Equity Partners reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • Southland Equity Partners sold 10,159 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2022, an estimated $672K.
  • Southland Equity Partners first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and held it in 2 quarters.
  • Southland Equity Partners's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $672K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2022.

Based on Southland Equity Partners's 13F filing for Q3 2022, filed 2 Jan 2024.