AFW
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Atlantic Family Wealth’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Atlantic Family Wealth’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
Q1 		$27.9M Buy
374,972
+577
+0.2% +$42.5K 20.18% 2
2025
Q4 		$25.8M Buy
374,395
+1,169
+0.3% +$80.5K 19.47% 2
2025
Q3 		$26M Buy
373,226
+8,652
+2% +$591K 20.07% 2
2025
Q2 		$24.3M Buy
364,574
+5,506
+2% +$359K 21.12% 2
2025
Q1 		$24.6M Buy
359,068
+10,582
+3% +$711K 22.62% 2
2024
Q4 		$22.8M Buy
+348,486
New +$23.6M 26.92% 2

Other funds holding CDL

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
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
MAS
MPWM Advisory Solutions Alpharetta, Georgia $189M AUM 15.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return