Summit Financial Wealth Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Summit Financial Wealth Advisors’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
2020 Q2	–	Sell	-39,619	Closed	-$1.71M	–	124
2020 Q1	$1.71M	Sell	39,619 -10,868	-22%	-$499K	0.54%	35
2019 Q4	$2.42M	Buy	50,487 +508	+1%	+$24.1K	0.59%	39
2019 Q3	$2.29M	Buy	49,979 +149	+0.3%	+$6.78K	0.56%	40
2019 Q2	$2.27M	Buy	+49,830	New	+$2.24M	0.56%	45

Other funds holding CDC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

RJFSA

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

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Summit Financial Wealth Advisors's CDC Position: Q2 2020 in Review

Summit Financial Wealth Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2020, closing a stake of 39,619 shares — an estimated $1.71M sold.

Summit Financial Wealth Advisors first reported a position in CDC in Q2 2019 and held it in 4 quarters. The position peaked at $2.42M in Q4 2019. 62 funds tracked by Wall St. Rank hold CDC as of Q2 2020.

Summit Financial Wealth Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
Summit Financial Wealth Advisors sold 39,619 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2020, an estimated $1.71M.
Summit Financial Wealth Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2019 and held it in 4 quarters.
Summit Financial Wealth Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.42M in Q4 2019.
62 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.