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 $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAP Consulting's CDC Position: Q1 2022 in Review

TAP Consulting sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2022, closing a stake of 341 shares — an estimated $24K sold.

TAP Consulting first reported a position in CDC in Q1 2019 and held it in 8 quarters. The position peaked at $5.85M in Q4 2019. 112 funds tracked by Wall St. Rank hold CDC as of Q1 2022.

TAP Consulting reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 341 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2022, an estimated $24K.
TAP Consulting first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2019 and held it in 8 quarters.
TAP Consulting's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $5.85M in Q4 2019.
112 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.