TAP Consulting’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

TAP Consulting’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	-341	Closed	-$24K	–	204
2021 Q4	$24K	Buy	+341	New	+$22.9K	0.01%	346
2021 Q1	–	Sell	-8,640	Closed	-$465K	–	130
2020 Q4	$465K	Sell	8,640 -4,873	-36%	-$249K	0.17%	95
2020 Q3	$641K	Sell	13,513 -6,585	-33%	-$314K	0.25%	77
2020 Q2	$936K	Sell	20,098 -90,127	-82%	-$4.11M	0.46%	59
2020 Q1	$4.56M	Sell	110,225 -9,071	-8%	-$416K	3.07%	4
2019 Q4	$5.85M	Buy	119,296 +10,868	+10%	+$515K	3.26%	4
2019 Q3	$5.04M	Buy	+108,428	New	+$4.93M	2.98%	6
2019 Q1	$4.91M	Buy	+110,189	New	+$4.81M	3.71%	4

Other funds holding CDC

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return