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

Frazier 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
Q2 		$51.2K Buy
+688
New +$50.1K 0.03% 182
2024
Q1 		– Sell
-4
Closed -$227 – 951
2023
Q4 		$227 Buy
+4
New +$224 ﹤0.01% 823

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Frazier Financial Advisors's CDC Position: Q2 2026 in Review

Frazier Financial Advisors opened a new position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2026: 688 shares worth $51.2K. The stake represents 0.03% of the portfolio and ranks #182 among its holdings. This is a return to the name: Frazier Financial Advisors previously reported a position in CDC as recently as Q4 2023.

Frazier Financial Advisors first reported a position in CDC in Q4 2023 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Frazier Financial Advisors held 688 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $51.2K as of Q2 2026.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF was a new Frazier Financial Advisors position in Q2 2026.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Frazier Financial Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2023 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

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