Wealth Enhancement Advisory Services’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Wealth Enhancement Advisory Services’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	$1.62M	Buy	21,425 +220	+1%	+$16K	﹤0.01%	1720
2026 Q1	$1.51M	Buy	+21,205	New	+$1.5M	﹤0.01%	1545
2024 Q4	–	Sell	-3,279	Closed	-$213K	–	2973
2024 Q3	$213K	Buy	+3,279	New	+$203K	﹤0.01%	2412
2023 Q4	–	Sell	-4,491	Closed	-$251K	–	2356
2023 Q3	$251K	Buy	+4,491	New	+$255K	﹤0.01%	1851

Other funds holding CDC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's CDC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 1% in Q2 2026, buying an estimated $16K and bringing the position to 21,425 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Wealth Enhancement Advisory Services first reported a position in CDC in Q3 2023 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Wealth Enhancement Advisory Services held 21,425 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $1.62M as of Q2 2026.
Wealth Enhancement Advisory Services bought 220 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $16K.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1720 holding.
Wealth Enhancement Advisory Services first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2023 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.