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

Concurrent 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
2026 Q2	$320K	Buy	4,119 +4	+0.1%	+$304	﹤0.01%	1656
2026 Q1	$307K	Buy	4,115 +113	+3%	+$8.33K	﹤0.01%	1490
2025 Q4	$276K	Buy	4,002 +471	+13%	+$32.5K	﹤0.01%	1453
2025 Q3	$246K	Buy	3,531 +179	+5%	+$12.2K	﹤0.01%	1250
2025 Q2	$223K	Buy	3,352 +387	+13%	+$25.2K	﹤0.01%	1218
2025 Q1	$203K	Buy	+2,965	New	+$199K	﹤0.01%	1118

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

Concurrent Investment Advisors's CDL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.1% in Q2 2026, buying an estimated $304 and bringing the position to 4,119 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Concurrent Investment Advisors first reported a position in CDL in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Concurrent Investment Advisors held 4,119 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $320K as of Q2 2026.
Concurrent Investment Advisors bought 4 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $304.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1656 holding.
Concurrent Investment Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2025 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.