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

Cornerstone 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
Q2 		– Sell
-8,945
Closed -$514K – 507
2023
Q1 		$514K Buy
+8,945
New +$530K 0.05% 280
2022
Q3 		$385K Buy
7,265
+764
+12% +$45K 0.04% 306
2022
Q2 		$378K Buy
+6,501
New +$399K 0.04% 311
2020
Q1 		– Sell
-4,569
Closed -$231K – 349
2019
Q4 		$231K Hold
4,569
– – 0.04% 309
2019
Q3 		$219K Buy
4,569
+1
+0% +$47 0.04% 315
2019
Q2 		$215K Buy
+4,568
New +$212K 0.04% 329
2018
Q3 		– Sell
-116,370
Closed -$2.59M – 1331
2018
Q2 		$2.59M Buy
+116,370
New +$5.18M 0.03% 457

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return