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Titleist Asset Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Titleist Asset Management’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
2023
Q2 		– Sell
-63,850
Closed -$3.87M – 229
2023
Q1 		$3.87M Buy
+63,850
New +$3.99M 0.82% 27

Other funds holding CDC

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Titleist Asset Management's CDC Position: Q2 2023 in Review

Titleist Asset Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 63,850 shares — an estimated $3.87M sold.

Titleist Asset Management first reported a position in CDC in Q1 2023 and held it in 1 quarter. The position peaked at $3.87M in Q1 2023. 131 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

  • Titleist Asset Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
  • Titleist Asset Management sold 63,850 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $3.87M.
  • Titleist Asset Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2023 and held it in 1 quarter.
  • Titleist Asset Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $3.87M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Titleist Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.