Commonwealth Equity Services’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$3.32M	Sell	42,779 -500	-1%	-$38K	﹤0.01%	1701
2026 Q1	$3.22M	Buy	43,279 +390	+0.9%	+$28.8K	﹤0.01%	1644
2025 Q4	$2.95M	Sell	42,889 -138	-0.3%	-$9.51K	﹤0.01%	1694
2025 Q3	$2.99M	Sell	43,027 -342	-0.8%	-$23.4K	﹤0.01%	1709
2025 Q2	$2.89M	Sell	43,369 -114	-0.3%	-$7.42K	﹤0.01%	1719
2025 Q1	$2.98M	Sell	43,483 -267	-0.6%	-$17.9K	﹤0.01%	1634
2024 Q4	$2.86M	Sell	43,750 -2,920	-6%	-$198K	﹤0.01%	1623
2024 Q3	$3.17M	Sell	46,670 -925	-2%	-$59.8K	﹤0.01%	1538
2024 Q2	$2.91M	Sell	47,595 -3,355	-7%	-$205K	﹤0.01%	1553
2024 Q1	$3.17M	Sell	50,950 -3,332	-6%	-$197K	0.01%	1456
2023 Q4	$3.17M	Sell	54,282 -2,867	-5%	-$158K	0.01%	1388
2023 Q3	$3.1M	Sell	57,149 -7,013	-11%	-$399K	0.01%	1310
2023 Q2	$3.63M	Buy	64,162 +9,474	+17%	+$534K	0.01%	1233
2023 Q1	$3.15M	Buy	54,688 +9,002	+20%	+$533K	0.01%	1265
2022 Q4	$2.69M	Buy	45,686 +18,445	+68%	+$1.07M	0.01%	1300
2022 Q3	$1.44M	Buy	27,241 +6,554	+32%	+$386K	﹤0.01%	1645
2022 Q2	$1.2M	Buy	20,687 +5,066	+32%	+$311K	﹤0.01%	1749
2022 Q1	$985K	Buy	15,621 +324	+2%	+$19.9K	﹤0.01%	2008
2021 Q4	$935K	Buy	15,297 +492	+3%	+$29K	﹤0.01%	2039
2021 Q3	$842K	Sell	14,805 -1,173	-7%	-$67.5K	﹤0.01%	2061
2021 Q2	$905K	Sell	15,978 -10,703	-40%	-$611K	﹤0.01%	1982
2021 Q1	$1.46M	Sell	26,681 -18,095	-40%	-$916K	﹤0.01%	1525
2020 Q4	$2.11M	Sell	44,776 -6,756	-13%	-$301K	0.01%	1199
2020 Q3	$2.08M	Sell	51,532 -8,516	-14%	-$347K	0.01%	1072
2020 Q2	$2.37M	Buy	60,048 +8,119	+16%	+$313K	0.01%	946
2020 Q1	$1.83M	Buy	51,929 +15,432	+42%	+$698K	0.01%	937
2019 Q4	$1.85M	Buy	36,497 +1,684	+5%	+$82.4K	0.01%	1082
2019 Q3	$1.67M	Sell	34,813 -51,317	-60%	-$2.41M	0.01%	1073
2019 Q2	$4.04M	Sell	86,130 -8	-0%	-$371	0.02%	646
2019 Q1	$3.96M	Buy	86,138 +33,579	+64%	+$1.5M	0.02%	639
2018 Q4	$2.17M	Sell	52,559 -22,069	-30%	-$975K	0.01%	816
2018 Q3	$3.44M	Buy	74,628 +1,464	+2%	+$67.7K	0.02%	663
2018 Q2	$3.31M	Buy	73,164 +2,165	+3%	+$96.4K	0.02%	659
2018 Q1	$3.13M	Buy	70,999 +5,992	+9%	+$270K	0.02%	647
2017 Q4	$2.94M	Buy	65,007 +11,834	+22%	+$525K	0.02%	658
2017 Q3	$2.3M	Buy	+53,173	New	+$2.26M	0.01%	740

Other funds holding CDL

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

AFW

Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 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

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

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Commonwealth Equity Services's CDL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 1.2% in Q2 2026, selling an estimated $38K and leaving 42,779 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Commonwealth Equity Services first reported a position in CDL in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.04M in Q2 2019. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Commonwealth Equity Services held 42,779 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $3.32M as of Q2 2026.
Commonwealth Equity Services sold 500 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $38K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1701 holding.
Commonwealth Equity Services first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2017 and has held it in 36 quarters since.
Commonwealth Equity Services's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $4.04M in Q2 2019.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.