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Blue Trust Inc’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Blue Trust Inc’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
2025
Q1 		– Sell
-202
Closed -$13.2K – 2489
2024
Q4 		$13.2K Buy
+202
New +$13.7K ﹤0.01% 1734

Other funds holding CDL

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $189M AUM 15.74% 1-Year Est. Return

Blue Trust Inc's CDL Position: Q1 2025 in Review

Blue Trust Inc sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2025, closing a stake of 202 shares — an estimated $13.2K sold.

Blue Trust Inc first reported a position in CDL in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 61 funds tracked by Wall St. Rank hold CDL as of Q1 2025.

  • Blue Trust Inc reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Trust Inc sold 202 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2025, an estimated $13.2K.
  • Blue Trust Inc first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and held it in 1 quarter.
  • Blue Trust Inc's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $13.2K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2025.

Based on Blue Trust Inc's 13F filing for Q1 2025, filed 21 Apr 2025.