VA
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Valmark Advisers’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Valmark Advisers’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 		– Sell
-38,693
Closed -$2.3M – 446
2022
Q3 		$2.3M Buy
38,693
+16,160
+72% +$1.07M 0.05% 115
2022
Q2 		$1.49M Buy
+22,533
New +$1.57M 0.03% 145

Other funds holding CDC

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 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 $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Valmark Advisers's CDC Position: Q4 2022 in Review

Valmark Advisers sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q4 2022, closing a stake of 38,693 shares — an estimated $2.3M sold.

Valmark Advisers first reported a position in CDC in Q2 2022 and held it in 2 quarters. The position peaked at $2.3M in Q3 2022. 149 funds tracked by Wall St. Rank hold CDC as of Q4 2022.

  • Valmark Advisers reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q4 2022 after selling out during the quarter.
  • Valmark Advisers sold 38,693 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q4 2022, an estimated $2.3M.
  • Valmark Advisers first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 2 quarters.
  • Valmark Advisers's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.3M in Q3 2022.
  • 149 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q4 2022.

Based on Valmark Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.