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 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 $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Comprehensive Financial Planning's CDC Position: Q1 2026 in Review

Comprehensive Financial Planning increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.58% in Q1 2026, buying an estimated $3.04K and bringing the position to 7,493 shares worth $535K. The position accounts for 0.37% of the portfolio, ranked #65.

Comprehensive Financial Planning first reported a position in CDC in Q4 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Comprehensive Financial Planning held 7,493 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $535K as of Q1 2026.
Comprehensive Financial Planning bought 43 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $3.04K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.37% of Comprehensive Financial Planning's portfolio in Q1 2026, its #65 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 6 quarters since.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.