DHJJ Financial Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

DHJJ Financial 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
2026 Q1	$64K	Hold	896	–	–	0.02%	360
2025 Q4	$59K	Sell	896 -5	-0.6%	-$330	0.02%	358
2025 Q3	$60.1K	Hold	901	–	–	0.02%	334
2025 Q2	$57.4K	Hold	901	–	–	0.02%	327
2025 Q1	$59.2K	Hold	901	–	–	0.02%	298
2024 Q4	$56.4K	Hold	901	–	–	0.02%	294
2024 Q3	$58.6K	Hold	901	–	–	0.02%	283
2024 Q2	$52.8K	Hold	901	–	–	0.02%	265
2024 Q1	$53.6K	Hold	901	–	–	0.02%	256
2023 Q4	$51K	Hold	901	–	–	0.02%	246
2023 Q3	$50.3K	Buy	+901	New	+$51.2K	0.03%	244

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

DHJJ Financial Advisors's CDC Position: Q1 2026 in Review

DHJJ Financial Advisors held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q1 2026 at 896 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #360.

DHJJ Financial Advisors first reported a position in CDC in Q3 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

DHJJ Financial Advisors held 896 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $64K as of Q1 2026.
DHJJ Financial Advisors left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #360 holding.
DHJJ Financial Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2023 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.