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Larson Financial Group’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Larson Financial Group’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 		$4.93K Hold
69
– – ﹤0.01% 2620
2025
Q4 		$4.55K Hold
69
– – ﹤0.01% 2494
2025
Q3 		$4.61K Hold
69
– – ﹤0.01% 2384
2025
Q2 		$4.4K Hold
69
– – ﹤0.01% 2116
2025
Q1 		$4.54K Sell
69
-200
-74% -$12.9K ﹤0.01% 1908
2024
Q4 		$16.8K Buy
269
+200
+290% +$13K ﹤0.01% 1279
2024
Q3 		$4.48K Sell
69
-49
-42% -$3.04K ﹤0.01% 1691
2024
Q2 		$6.91K Hold
118
– – ﹤0.01% 1364
2024
Q1 		$7.03K Sell
118
-164
-58% -$9.28K ﹤0.01% 1125
2023
Q4 		$16K Buy
282
+1
+0.4% +$56 ﹤0.01% 906
2023
Q3 		$15.7K Hold
281
– – ﹤0.01% 880
2023
Q2 		$16.2K Buy
281
+1
+0.4% +$59 ﹤0.01% 798
2023
Q1 		$17K Hold
280
– – ﹤0.01% 788
2022
Q4 		$17.4K Buy
280
+35
+14% +$2.19K ﹤0.01% 725
2022
Q3 		$15K Buy
245
+10
+4% +$664 ﹤0.01% 688
2022
Q2 		$16K Hold
235
– – ﹤0.01% 592
2022
Q1 		$17K Sell
235
-500
-68% -$35K ﹤0.01% 552
2021
Q4 		$51K Sell
735
-8
-1% -$538 0.01% 378
2021
Q3 		$48K Buy
743
+4
+0.5% +$262 0.01% 302
2021
Q2 		$48K Buy
739
+19
+3% +$1.24K 0.01% 285
2021
Q1 		$45K Buy
720
+324
+82% +$18.7K 0.01% 276
2020
Q4 		$21K Buy
396
+169
+74% +$8.64K 0.01% 359
2020
Q3 		$11K Buy
+227
New +$10.8K ﹤0.01% 421

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

Larson Financial Group's CDC Position: Q1 2026 in Review

Larson Financial Group held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q1 2026 at 69 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Larson Financial Group first reported a position in CDC in Q3 2020 and has held it in 23 quarters since. The position peaked at $51K in Q4 2021. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Larson Financial Group held 69 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $4.93K as of Q1 2026.
  • Larson Financial Group left its VictoryShares US EQ Income Enhanced Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2620 holding.
  • Larson Financial Group first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2020 and has held it in 23 quarters since.
  • Larson Financial Group's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $51K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.