WCG Wealth Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

WCG Wealth Advisors’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
2024 Q2	–	Sell	-32,376	Closed	-$1.93M	–	282
2024 Q1	$1.93M	Sell	32,376 -3,437	-10%	-$194K	0.16%	125
2023 Q4	$2.03M	Sell	35,813 -13,138	-27%	-$734K	0.15%	135
2023 Q3	$2.73M	Buy	48,951 +12,595	+35%	+$716K	0.2%	112
2023 Q2	$2.09M	Sell	36,356 -685	-2%	-$40.3K	0.24%	80
2023 Q1	$2.25M	Buy	37,041 +870	+2%	+$54.4K	0.29%	73
2022 Q4	$2.25M	Buy	36,171 +1,395	+4%	+$87.2K	0.31%	68
2022 Q3	$2.06M	Buy	34,776 +1,286	+4%	+$85.5K	0.27%	74
2022 Q2	$2.21M	Buy	+33,490	New	+$2.34M	0.31%	68

Other funds holding CDC

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WCG Wealth Advisors's CDC Position: Q2 2024 in Review

WCG Wealth Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2024, closing a stake of 32,376 shares — an estimated $1.93M sold.

WCG Wealth Advisors first reported a position in CDC in Q2 2022 and held it in 8 quarters. The position peaked at $2.73M in Q3 2023. 100 funds tracked by Wall St. Rank hold CDC as of Q2 2024.

WCG Wealth Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
WCG Wealth Advisors sold 32,376 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $1.93M.
WCG Wealth Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 8 quarters.
WCG Wealth Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.73M in Q3 2023.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.