Comprehensive Financial Planning’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Comprehensive Financial 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
2026 Q2	$562K	Buy	7,556 +63	+0.8%	+$4.58K	0.3%	74
2026 Q1	$535K	Buy	7,493 +43	+0.6%	+$3.04K	0.37%	65
2025 Q4	$491K	Buy	7,450 +84	+1%	+$5.55K	0.32%	67
2025 Q3	$492K	Buy	7,366 +62	+0.8%	+$4.06K	0.34%	67
2025 Q2	$465K	Buy	7,304 +67	+0.9%	+$4.18K	0.37%	64
2025 Q1	$476K	Buy	7,237 +38	+0.5%	+$2.45K	0.46%	51
2024 Q4	$451K	Buy	+7,199	New	+$467K	0.38%	54

Other funds holding CDC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return

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

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

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

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

Comprehensive Financial Planning's CDC Position: Q2 2026 in Review

Comprehensive Financial Planning increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.84% in Q2 2026, buying an estimated $4.58K and bringing the position to 7,556 shares worth $562K. The position accounts for 0.3% of the portfolio, ranked #74.

Comprehensive Financial Planning first reported a position in CDC in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Comprehensive Financial Planning held 7,556 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $562K as of Q2 2026.
Comprehensive Financial Planning bought 63 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $4.58K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.3% of Comprehensive Financial Planning's portfolio in Q2 2026, its #74 holding.
Comprehensive Financial Planning first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.