Albion Financial Group’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Albion Financial Group’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
2026 Q2	$23.3K	Hold	300	–	–	﹤0.01%	347
2026 Q1	$22.4K	Hold	300	–	–	﹤0.01%	342
2025 Q4	$20.7K	Hold	300	–	–	﹤0.01%	345
2025 Q3	$20.9K	Hold	300	–	–	﹤0.01%	334
2025 Q2	$20K	Hold	300	–	–	﹤0.01%	313
2025 Q1	$20.5K	Hold	300	–	–	﹤0.01%	316
2024 Q4	$19.6K	Hold	300	–	–	﹤0.01%	338
2024 Q3	$20.3K	Hold	300	–	–	﹤0.01%	298
2024 Q2	$18.3K	Buy	+300	New	+$18.4K	﹤0.01%	300

Other funds holding CDL

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

AFW

Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Albion Financial Group's CDL Position: Q2 2026 in Review

Albion Financial Group held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q2 2026 at 300 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Albion Financial Group first reported a position in CDL in Q2 2024 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Albion Financial Group held 300 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $23.3K as of Q2 2026.
Albion Financial Group left its VictoryShares US Large Cap High Div Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #347 holding.
Albion Financial Group first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2024 and has held it in 9 quarters since.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.