B. Riley Wealth Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

B. Riley Wealth Advisors’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
2023 Q2	–	Sell	-3,790	Closed	-$218K	–	1552
2023 Q1	$218K	Buy	3,790 +378	+11%	+$22.4K	0.01%	1249
2022 Q4	$201K	Sell	3,412 -547	-14%	-$31.7K	0.01%	1270
2022 Q3	$210K	Buy	3,959 +181	+5%	+$10.7K	0.01%	1198
2022 Q2	$220K	Buy	3,778 +153	+4%	+$9.38K	0.01%	1008
2022 Q1	$229K	Buy	+3,625	New	+$223K	0.01%	1149

Other funds holding CDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

B. Riley Wealth Advisors's CDL Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2023, closing a stake of 3,790 shares — an estimated $218K sold.

B. Riley Wealth Advisors first reported a position in CDL in Q1 2022 and held it in 5 quarters. The position peaked at $229K in Q1 2022. 57 funds tracked by Wall St. Rank hold CDL as of Q2 2023.

B. Riley Wealth Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,790 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2023, an estimated $218K.
B. Riley Wealth Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2022 and held it in 5 quarters.
B. Riley Wealth Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $229K in Q1 2022.
57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.