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

Axis Wealth Partners’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 Q3	$379K	Buy	+5,075	New	+$402K	0.18%	128

Other funds holding CDL

Atlantic Family Wealth Coral Gables, Florida $156M AUM 14.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Axis Wealth Partners's CDL Position: Q3 2026 in Review

Axis Wealth Partners opened a new position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2026: 5,075 shares worth $379K. The stake represents 0.18% of the portfolio and ranks #128 among its holdings.

40 funds tracked by Wall St. Rank hold CDL as of Q3 2026.

Axis Wealth Partners held 5,075 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $379K as of Q3 2026.
VictoryShares US Large Cap High Div Volatility Wtd ETF was a new Axis Wealth Partners position in Q3 2026.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.18% of Axis Wealth Partners's portfolio in Q3 2026, its #128 holding.
40 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2026.

Based on Axis Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.