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

Avaii Wealth Management’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 Q1	–	Sell	-17,763	Closed	-$1.04M	–	138
2023 Q4	$1.04M	Sell	17,763 -1,320	-7%	-$72.7K	0.68%	29
2023 Q3	$1.04M	Sell	19,083 -636	-3%	-$36.2K	0.78%	25
2023 Q2	$1.12M	Sell	19,719 -4,072	-17%	-$230K	0.86%	25
2023 Q1	$1.37M	Sell	23,791 -536	-2%	-$31.8K	1.19%	17
2022 Q4	$1.43M	Buy	24,327 +882	+4%	+$51.1K	1.28%	17
2022 Q3	$1.24M	Buy	+23,445	New	+$1.38M	1.29%	16

Other funds holding CDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avaii Wealth Management's CDL Position: Q1 2024 in Review

Avaii Wealth Management sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2024, closing a stake of 17,763 shares — an estimated $1.04M sold.

Avaii Wealth Management first reported a position in CDL in Q3 2022 and held it in 6 quarters. The position peaked at $1.43M in Q4 2022. 55 funds tracked by Wall St. Rank hold CDL as of Q1 2024.

Avaii Wealth Management reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Avaii Wealth Management sold 17,763 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2024, an estimated $1.04M.
Avaii Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2022 and held it in 6 quarters.
Avaii Wealth Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.43M in Q4 2022.
55 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2024.

Based on Avaii Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.