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
Q2 		$1.11M Sell
14,960
-1,361
-8% -$99K 0.02% 721
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 $1.89T 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

J.W. Cole Advisors's CDC Position: Q2 2026 in Review

J.W. Cole Advisors reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 8.3% in Q2 2026, selling an estimated $99K and leaving 14,960 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #721.

J.W. Cole Advisors first reported a position in CDC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.75M in Q1 2025. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • J.W. Cole Advisors held 14,960 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.11M as of Q2 2026.
  • J.W. Cole Advisors sold 1,361 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $99K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #721 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 21 quarters since.
  • J.W. Cole Advisors's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $1.75M in Q1 2025.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.