TC
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Titleist Capital’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Titleist Capital’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
Q4 		$3.48M Buy
56,075
+6,861
+14% +$429K 0.82% 28
2022
Q3 		$2.92M Buy
+49,214
New +$3.27M 0.67% 32

Other funds holding CDC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Titleist Capital's CDC Position: Q4 2022 in Review

Titleist Capital increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 14% in Q4 2022, buying an estimated $429K and bringing the position to 56,075 shares worth $3.48M. The position accounts for 0.82% of the portfolio, ranked #28.

Titleist Capital first reported a position in CDC in Q3 2022 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold CDC as of Q4 2022.

  • Titleist Capital held 56,075 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $3.48M as of Q4 2022.
  • Titleist Capital bought 6,861 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2022, an estimated $429K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.82% of Titleist Capital's portfolio in Q4 2022, its #28 holding.
  • Titleist Capital first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2022 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.