Capstone Investment Advisors
CDL icon

Capstone Investment Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Capstone Investment 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
2024
Q4 		– Sell
-20,364
Closed -$1.38M – 1865
2024
Q3 		$1.38M Buy
+20,364
New +$1.32M ﹤0.01% 857

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

Capstone Investment Advisors's CDL Position: Q4 2024 in Review

Capstone Investment Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q4 2024, closing a stake of 20,364 shares — an estimated $1.38M sold.

Capstone Investment Advisors first reported a position in CDL in Q3 2024 and held it in 1 quarter. The position peaked at $1.38M in Q3 2024. 60 funds tracked by Wall St. Rank hold CDL as of Q4 2024.

  • Capstone Investment Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 20,364 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2024, an estimated $1.38M.
  • Capstone Investment Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.38M 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 Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.