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

Salus 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 Q1	$1.23M	Hold	17,283	–	–	0.72%	18
2025 Q4	$1.14M	Sell	17,283 -754	-4%	-$49.8K	0.68%	18
2025 Q3	$1.2M	Hold	18,037	–	–	0.74%	18
2025 Q2	$1.15M	Sell	18,037 -113	-0.6%	-$7.05K	0.77%	19
2025 Q1	$1.19M	Sell	18,150 -1,485	-8%	-$95.6K	0.9%	21
2024 Q4	$1.23M	Buy	+19,635	New	+$1.27M	0.96%	21

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salus Financial Advisors's CDC Position: Q1 2026 in Review

Salus Financial Advisors held its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) position steady in Q1 2026 at 17,283 shares worth $1.23M. The position accounts for 0.72% of the portfolio, ranked #18.

Salus Financial Advisors first reported a position in CDC in Q4 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

Salus Financial Advisors held 17,283 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.23M as of Q1 2026.
Salus Financial Advisors 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 0.72% of Salus Financial Advisors's portfolio in Q1 2026, its #18 holding.
Salus Financial Advisors first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.