First Heartland Consultants’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

First Heartland Consultants’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	$364K	Sell	4,889 -331	-6%	-$24.1K	0.02%	406
2026 Q1	$374K	Hold	5,220	–	–	0.03%	346
2025 Q4	$344K	Hold	5,220	–	–	0.03%	383
2025 Q3	$348K	Sell	5,220 -254	-5%	-$16.6K	0.03%	375
2025 Q2	$349K	Hold	5,474	–	–	0.03%	353
2025 Q1	$360K	Hold	5,474	–	–	0.04%	304
2024 Q4	$343K	Hold	5,474	–	–	0.04%	319
2024 Q3	$356K	Hold	5,474	–	–	0.04%	301
2024 Q2	$321	Hold	5,474	–	–	0.02%	330
2024 Q1	$326K	Sell	5,474 -32	-0.6%	-$1.81K	0.03%	319
2023 Q4	$311K	Sell	5,506 -347	-6%	-$19.4K	0.04%	281
2023 Q3	$327K	Sell	5,853 -27,259	-82%	-$1.55M	0.04%	276
2023 Q2	$1.91M	Sell	33,112 -3,259	-9%	-$192K	0.25%	93
2023 Q1	$2.2M	Sell	36,371 -5,330	-13%	-$333K	0.33%	77
2022 Q4	$2.59M	Sell	41,701 -74,973	-64%	-$4.69M	0.42%	61
2022 Q3	$6.92K	Sell	116,674 -45,436	-28%	-$3.02M	0.59%	19
2022 Q2	$10.7M	Buy	162,110 +129,979	+405%	+$9.08M	1.68%	13
2022 Q1	$2.31M	Buy	32,131 +19,318	+151%	+$1.35M	0.36%	60
2021 Q4	$891	Buy	12,813 +5,761	+82%	+$387K	0.03%	126
2021 Q3	$454K	Hold	7,052	–	–	0.07%	213
2021 Q2	$455K	Hold	7,052	–	–	0.07%	225
2021 Q1	$440K	Sell	7,052 -378	-5%	-$21.8K	0.07%	223
2020 Q4	$400K	Sell	7,430 -255	-3%	-$13K	0.07%	188
2020 Q3	$364K	Hold	7,685	–	–	0.07%	185
2020 Q2	$358K	Hold	7,685	–	–	0.07%	193
2020 Q1	$318K	Hold	7,685	–	–	0.08%	179
2019 Q4	$377K	Hold	7,685	–	–	0.07%	210
2019 Q3	$358K	Hold	7,685	–	–	0.08%	202
2019 Q2	$350K	Sell	7,685 -951	-11%	-$42.8K	0.08%	197
2019 Q1	$385K	Hold	8,636	–	–	0.11%	169
2018 Q4	$365K	Sell	8,636 -547	-6%	-$24.8K	0.14%	149
2018 Q3	$435K	Sell	9,183 -567	-6%	-$26.9K	0.14%	147
2018 Q2	$452K	Hold	9,750	–	–	0.16%	146
2018 Q1	$442K	Hold	9,750	–	–	0.13%	171
2017 Q4	$453K	Sell	9,750 -1,046	-10%	-$47.7K	0.14%	168
2017 Q3	$479K	Sell	10,796 -1,001	-8%	-$43.8K	0.12%	222
2017 Q2	$512K	Sell	11,797 -758	-6%	-$32.7K	0.13%	195
2017 Q1	$539K	Sell	12,555 -1,318	-10%	-$55.7K	0.15%	185
2016 Q4	$573K	Sell	13,873 -3,082	-18%	-$124K	0.17%	157
2016 Q3	$672K	Sell	16,955 -3,117	-16%	-$123K	0.2%	132
2016 Q2	$772	Buy	20,072 +1,072	+6%	+$40.4K	0.08%	107
2016 Q1	$719K	Buy	19,000 +1,773	+10%	+$62.8K	0.27%	96
2015 Q4	$612K	Buy	17,227 +8,345	+94%	+$300K	0.23%	114
2015 Q3	$305K	Buy	+8,882	New	+$314K	0.13%	179

Other funds holding CDC

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

First Heartland Consultants's CDC Position: Q2 2026 in Review

First Heartland Consultants reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 6.3% in Q2 2026, selling an estimated $24.1K and leaving 4,889 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #406.

First Heartland Consultants first reported a position in CDC in Q3 2015 and has held it in 44 quarters since. The position peaked at $10.7M in Q2 2022. 11 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

First Heartland Consultants held 4,889 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $364K as of Q2 2026.
First Heartland Consultants sold 331 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $24.1K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #406 holding.
First Heartland Consultants first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2015 and has held it in 44 quarters since.
First Heartland Consultants's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $10.7M in Q2 2022.
11 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.