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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
Q2 		$29.6M Buy
381,018
+6,046
+2% +$459K 18.91% 2
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 $1.89T 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
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
MAS
MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

Atlantic Family Wealth's CDL Position: Q2 2026 in Review

Atlantic Family Wealth increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 1.6% in Q2 2026, buying an estimated $459K and bringing the position to 381,018 shares worth $29.6M. The position accounts for 18.91% of the portfolio, ranked #2.

Atlantic Family Wealth first reported a position in CDL in Q4 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Atlantic Family Wealth held 381,018 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $29.6M as of Q2 2026.
  • Atlantic Family Wealth bought 6,046 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $459K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up 18.91% of Atlantic Family Wealth's portfolio in Q2 2026, its #2 holding.
  • Atlantic Family Wealth first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 7 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 Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.