Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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JWA
JFS Wealth Advisors’s
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
Stock Holding History
JFS Wealth 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
$819
Buy
+11
New
+$800
﹤0.01%
1855
Other funds holding CDC
STA
Smith Thornton Advisors
Huntsville, Alabama
$227M AUM
22.07%
1-Year Est. Return
CA
CoreCap Advisors
Southfield, Michigan
$3.39B AUM
31.21%
1-Year Est. Return
FHC
First Heartland Consultants
Lake St. Louis, Missouri
$1.55B AUM
20.5%
1-Year Est. Return
DAS
Dynamic Advisor Solutions
Phoenix, Arizona
$3.51B AUM
22.61%
1-Year Est. Return
NWMP
Noble Wealth Management PBC
Greenwood Village, Colorado
$219M AUM
16.47%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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