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

Baystate 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
2023 Q4	$16K	Buy	274 +4	+1%	+$220	﹤0.01%	613
2023 Q3	$14.7K	Buy	270 +3	+1%	+$171	﹤0.01%	515
2023 Q2	$15.2K	Buy	+267	New	+$15.1K	﹤0.01%	497

Other funds holding CDL

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

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

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

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

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

PAG

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

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

PFGIA

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Baystate Wealth Management's CDL Position: Q4 2023 in Review

Baystate Wealth Management increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 1.5% in Q4 2023, buying an estimated $220 and bringing the position to 274 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Baystate Wealth Management first reported a position in CDL in Q2 2023 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold CDL as of Q4 2023.

Baystate Wealth Management held 274 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $16K as of Q4 2023.
Baystate Wealth Management bought 4 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2023, an estimated $220.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #613 holding.
Baystate Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2023 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.