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

Other funds holding CDL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Cornerstone Wealth Management's CDL Position: Q2 2023 in Review

Cornerstone Wealth Management sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2023, closing a stake of 8,945 shares — an estimated $514K sold.

Cornerstone Wealth Management first reported a position in CDL in Q2 2019 and held it in 6 quarters. The position peaked at $514K in Q1 2023. 57 funds tracked by Wall St. Rank hold CDL as of Q2 2023.

Cornerstone Wealth Management reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 8,945 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2023, an estimated $514K.
Cornerstone Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2019 and held it in 6 quarters.
Cornerstone Wealth Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $514K in Q1 2023.
57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on Cornerstone Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.