Spectrum Wealth Advisory Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Spectrum Wealth Advisory Group’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
2019 Q3	–	Sell	-9,906	Closed	-$451K	–	27
2019 Q2	$451K	Sell	9,906 -50,447	-84%	-$2.27M	0.92%	21
2019 Q1	$2.69M	Buy	+60,353	New	+$2.64M	4.2%	10

Other funds holding CDC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJFSA

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Spectrum Wealth Advisory Group's CDC Position: Q3 2019 in Review

Spectrum Wealth Advisory Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2019, closing a stake of 9,906 shares — an estimated $451K sold.

Spectrum Wealth Advisory Group first reported a position in CDC in Q1 2019 and held it in 2 quarters. The position peaked at $2.69M in Q1 2019. 66 funds tracked by Wall St. Rank hold CDC as of Q3 2019.

Spectrum Wealth Advisory Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2019 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 9,906 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2019, an estimated $451K.
Spectrum Wealth Advisory Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2019 and held it in 2 quarters.
Spectrum Wealth Advisory Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.69M in Q1 2019.
66 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2019.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2019, filed 8 Nov 2019.