Zullo Investment Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-300	Closed	-$18.6K	–	218
2022 Q4	$18.6K	Hold	300	–	–	0.01%	406
2022 Q3	$18K	Hold	300	–	–	0.01%	403
2022 Q2	$20K	Hold	300	–	–	0.01%	400
2022 Q1	$22K	Buy	+300	New	+$21K	0.01%	409

Other funds holding CDC

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Zullo Investment Group's CDC Position: Q1 2023 in Review

Zullo Investment Group sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2023, closing a stake of 300 shares — an estimated $18.6K sold.

Zullo Investment Group first reported a position in CDC in Q1 2022 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 140 funds tracked by Wall St. Rank hold CDC as of Q1 2023.

Zullo Investment Group reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 300 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $18.6K.
Zullo Investment Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2022 and held it in 4 quarters.
Zullo Investment Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $22K in Q1 2022.
140 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.