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

Zimmermann Investment Management & Planning’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	-15,149	Closed	-$918K	–	107
2023 Q1	$918K	Sell	15,149 -56,650	-79%	-$3.54M	0.48%	47
2022 Q4	$4.46M	Sell	71,799 -19,204	-21%	-$1.2M	2.57%	15
2022 Q3	$5.4M	Buy	+91,003	New	+$6.05M	3.36%	11

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

Zimmermann Investment Management & Planning's CDC Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2023, closing a stake of 15,149 shares — an estimated $918K sold.

Zimmermann Investment Management & Planning first reported a position in CDC in Q3 2022 and held it in 3 quarters. The position peaked at $5.4M in Q3 2022. 131 funds tracked by Wall St. Rank hold CDC as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 15,149 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $918K.
Zimmermann Investment Management & Planning first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2022 and held it in 3 quarters.
Zimmermann Investment Management & Planning's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $5.4M in Q3 2022.
131 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.