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Atria Wealth Solutions’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Atria Wealth Solutions’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
2022
Q3 		– Sell
-4,395
Closed -$255K – 1766
2022
Q2 		$255K Buy
+4,395
New +$269K ﹤0.01% 1301

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Wealth Solutions's CDL Position: Q3 2022 in Review

Atria Wealth Solutions sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2022, closing a stake of 4,395 shares — an estimated $255K sold.

Atria Wealth Solutions first reported a position in CDL in Q2 2022 and held it in 1 quarter. The position peaked at $255K in Q2 2022. 46 funds tracked by Wall St. Rank hold CDL as of Q3 2022.

  • Atria Wealth Solutions reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,395 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2022, an estimated $255K.
  • Atria Wealth Solutions first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $255K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.