World Investment Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

World Investment 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
2023 Q2	–	Sell	-33,418	Closed	-$2.03M	–	264
2023 Q1	$2.03M	Sell	33,418 -18,751	-36%	-$1.17M	0.42%	48
2022 Q4	$3.24M	Buy	52,169 +32,852	+170%	+$2.05M	0.74%	26
2022 Q3	$1.15M	Buy	19,317 +57	+0.3%	+$3.79K	0.27%	59
2022 Q2	$1.29M	Sell	19,260 -78	-0.4%	-$5.45K	0.27%	61
2022 Q1	$1.39M	Buy	19,338 +47	+0.2%	+$3.29K	0.29%	61
2021 Q4	$1.35M	Sell	19,291 -1,843	-9%	-$124K	0.28%	68
2021 Q3	$1.36M	Sell	21,134 -7,461	-26%	-$489K	0.31%	59
2021 Q2	$1.85M	Buy	28,595 +249	+0.9%	+$16.2K	0.42%	47
2021 Q1	$1.88M	Sell	28,346 -3,678	-11%	-$212K	0.45%	43
2020 Q4	$1.81M	Buy	+32,024	New	+$1.64M	0.46%	44

Other funds holding CDC

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

World Investment Advisors's CDC Position: Q2 2023 in Review

World Investment Advisors sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 33,418 shares — an estimated $2.03M sold.

World Investment Advisors first reported a position in CDC in Q4 2020 and held it in 10 quarters. The position peaked at $3.24M in Q4 2022. 131 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

World Investment Advisors reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
World Investment Advisors sold 33,418 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $2.03M.
World Investment Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2020 and held it in 10 quarters.
World Investment Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $3.24M in Q4 2022.
131 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on World Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.