Bank of Montreal
CDL icon

Bank of Montreal’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-19,300
Closed -$1.3M – 3558
2024
Q3 		$1.3M Buy
+19,300
New +$1.25M ﹤0.01% 1901

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of Montreal's CDL Position: Q4 2024 in Review

Bank of Montreal sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q4 2024, closing a stake of 19,300 shares — an estimated $1.3M sold.

Bank of Montreal first reported a position in CDL in Q3 2024 and held it in 1 quarter. The position peaked at $1.3M in Q3 2024. 60 funds tracked by Wall St. Rank hold CDL as of Q4 2024.

  • Bank of Montreal reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 19,300 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2024, an estimated $1.3M.
  • Bank of Montreal first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.3M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.