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Aptus Capital Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Aptus Capital Advisors’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
2024
Q3 		– Sell
-917
Closed -$56K – 1240
2024
Q2 		$56K Hold
917
– – ﹤0.01% 878
2024
Q1 		$57K Buy
+917
New +$54.1K ﹤0.01% 879

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aptus Capital Advisors's CDL Position: Q3 2024 in Review

Aptus Capital Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2024, closing a stake of 917 shares — an estimated $56K sold.

Aptus Capital Advisors first reported a position in CDL in Q1 2024 and held it in 2 quarters. The position peaked at $57K in Q1 2024. 57 funds tracked by Wall St. Rank hold CDL as of Q3 2024.

  • Aptus Capital Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 917 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2024, an estimated $56K.
  • Aptus Capital Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2024 and held it in 2 quarters.
  • Aptus Capital Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $57K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2024.

Based on Aptus Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.