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

AmeriFlex 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
2025
Q2 		– Sell
-333
Closed -$22.8K – 1088
2025
Q1 		$22.8K Hold
333
– – 0.01% 662
2024
Q4 		$22.3K Buy
+333
New +$22.6K 0.01% 603

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AmeriFlex Group's CDL Position: Q2 2025 in Review

AmeriFlex Group sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2025, closing a stake of 333 shares — an estimated $22.8K sold.

AmeriFlex Group first reported a position in CDL in Q4 2024 and held it in 2 quarters. The position peaked at $22.8K in Q1 2025. 60 funds tracked by Wall St. Rank hold CDL as of Q2 2025.

  • AmeriFlex Group reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 333 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2025, an estimated $22.8K.
  • AmeriFlex Group first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $22.8K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.