Westside Investment Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Westside Investment 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 Q3	–	Sell	-399	Closed	-$23K	–	846
2023 Q2	$23K	Hold	399	–	–	0.01%	476
2023 Q1	$24.2K	Hold	399	–	–	0.01%	472
2022 Q4	$24	Hold	399	–	–	﹤0.01%	513
2022 Q3	$23	Hold	399	–	–	﹤0.01%	499
2022 Q2	$26	Buy	+399	New	+$27.9K	﹤0.01%	477

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Westside Investment Management's CDC Position: Q3 2023 in Review

Westside Investment Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q3 2023, closing a stake of 399 shares — an estimated $23K sold.

Westside Investment Management first reported a position in CDC in Q2 2022 and held it in 5 quarters. The position peaked at $24.2K in Q1 2023. 112 funds tracked by Wall St. Rank hold CDC as of Q3 2023.

Westside Investment Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 399 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $23K.
Westside Investment Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2022 and held it in 5 quarters.
Westside Investment Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $24.2K in Q1 2023.
112 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.