Creative Planning’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Creative Planning’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	$606K	Sell	7,814 -594	-7%	-$45.1K	﹤0.01%	3055
2026 Q1	$626K	Buy	+8,408	New	+$620K	﹤0.01%	2849

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

Creative Planning's CDL Position: Q2 2026 in Review

Creative Planning reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 7.1% in Q2 2026, selling an estimated $45.1K and leaving 7,814 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Creative Planning first reported a position in CDL in Q1 2026 and has held it in 2 quarters since. The position peaked at $626K in Q1 2026. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Creative Planning held 7,814 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $606K as of Q2 2026.
Creative Planning sold 594 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $45.1K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3055 holding.
Creative Planning first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2026 and has held it in 2 quarters since.
Creative Planning's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $626K in Q1 2026.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.