AIM
CDL icon

Advantage Investment Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Advantage Investment Management’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$10K Hold
217
– – 0.01% 646
2019
Q2 		$10K Hold
217
– – 0.01% 655
2019
Q1 		$10K Buy
+217
New +$9.7K 0.01% 642

Other funds holding CDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Advantage Investment Management's CDL Position: Q3 2019 in Review

Advantage Investment Management held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q3 2019 at 217 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #646.

Advantage Investment Management first reported a position in CDL in Q1 2019 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold CDL as of Q3 2019.

  • Advantage Investment Management held 217 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $10K as of Q3 2019.
  • Advantage Investment Management left its VictoryShares US Large Cap High Div Volatility Wtd ETF share count unchanged in Q3 2019.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #646 holding.
  • Advantage Investment Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2019 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.