JWCA
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J.W. Cole Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

J.W. Cole 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 		$1.17M Sell
16,321
-406
-2% -$28.7K 0.04% 347
2025
Q4 		$1.1M Sell
16,727
-594
-3% -$39.2K 0.03% 604
2025
Q3 		$1.16M Sell
17,321
-3,377
-16% -$221K 0.02% 665
2025
Q2 		$1.32M Sell
20,698
-5,942
-22% -$371K 0.03% 571
2025
Q1 		$1.75M Buy
26,640
+16,987
+176% +$1.09M 0.05% 356
2024
Q4 		$604K Sell
9,653
-444
-4% -$28.8K 0.02% 550
2024
Q3 		$656K Buy
10,097
+25
+0.2% +$1.55K 0.03% 508
2024
Q2 		$590K Buy
10,072
+202
+2% +$11.9K 0.03% 485
2024
Q1 		$588K Sell
9,870
-1,344
-12% -$76K 0.03% 490
2023
Q4 		$634K Sell
11,214
-222
-2% -$12.4K 0.04% 413
2023
Q3 		$639K Sell
11,436
-769
-6% -$43.7K 0.05% 354
2023
Q2 		$703K Buy
12,205
+202
+2% +$11.9K 0.05% 345
2023
Q1 		$728K Sell
12,003
-2,298
-16% -$144K 0.05% 354
2022
Q4 		$888K Buy
14,301
+158
+1% +$9.87K 0.07% 292
2022
Q3 		$840K Buy
14,143
+2,788
+25% +$185K 0.07% 286
2022
Q2 		$751K Buy
11,355
+3,045
+37% +$213K 0.06% 319
2022
Q1 		$597K Buy
8,310
+2,643
+47% +$185K 0.04% 404
2021
Q4 		$394K Sell
5,667
-4,695
-45% -$316K 0.03% 550
2021
Q3 		$694K Buy
10,362
+6,696
+183% +$439K 0.05% 209
2021
Q2 		$237K Buy
+3,666
New +$239K 0.02% 650

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Cole Advisors's CDC Position: Q1 2026 in Review

J.W. Cole Advisors reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 2.4% in Q1 2026, selling an estimated $28.7K and leaving 16,321 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #347.

J.W. Cole Advisors first reported a position in CDC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.75M in Q1 2025. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • J.W. Cole Advisors held 16,321 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.17M as of Q1 2026.
  • J.W. Cole Advisors sold 406 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $28.7K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q1 2026, its #347 holding.
  • J.W. Cole Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q2 2021 and has held it in 20 quarters since.
  • J.W. Cole Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.75M in Q1 2025.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.