CDC β€” VICTORY PORTFOLIOS II

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  4 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VICTORY PORTFOLIOS II (CDC) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows CDC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CDC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CDC stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held CDC β€” position size vs. price
% of Fund (quarterly)    CDC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,205 +17,926 +546.7% 0.00% $1.5M 2026-04-08 $72.14
2024 Q4 UNCHANGED 3,279 β€” 0% 0.00% $213K 2025-01-10 $59.05
2024 Q3 REDUCED 3,279 -1,212 -27.0% 0.00% $213K 2024-10-24 $62.31
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CDC

As of 2026 Q1 β€” sorted by position size

Comprehensive Financial Planning, Inc./PA 0.37% First Heartland Consultants, Inc. 3Y 7Y 0.03% Noble Wealth Management PBC 0.02% DHJJ Financial Advisors, Ltd. 3Y 0.02% CoreCap Advisors, LLC 3Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and CDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning CDC?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CDC across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CDC position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for CDC was 0.00% in 2026 Q1.

What is the latest reported CDC position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 21,205 shares, equal to 0.00% of portfolio, with an estimated market value of $1.5M.

What does the chart on this CDC ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly CDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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