AssetMark Inc
CDL icon

AssetMark Inc’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

AssetMark Inc’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 		$78 Hold
1
– – ﹤0.01% 3490
2026
Q1 		$75 Hold
1
– – ﹤0.01% 3390
2025
Q4 		$69 Hold
1
– – ﹤0.01% 3322
2025
Q3 		$70 Hold
1
– – ﹤0.01% 3139
2025
Q2 		$67 Buy
+1
New +$65 ﹤0.01% 2961

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SF
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc's CDL Position: Q2 2026 in Review

AssetMark Inc held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q2 2026 at 1 share worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

AssetMark Inc first reported a position in CDL in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • AssetMark Inc held 1 share of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $78 as of Q2 2026.
  • AssetMark Inc 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 AssetMark Inc's portfolio in Q2 2026, its #3490 holding.
  • AssetMark Inc first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2025 and has held it in 5 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 AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.