Envestnet Asset Management
CDL icon

Envestnet Asset Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Envestnet Asset 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
2026
Q2 		$1.71M Buy
22,076
+2,188
+11% +$166K ﹤0.01% 3267
2026
Q1 		$1.48M Sell
19,888
-1,343
-6% -$99K ﹤0.01% 3222
2025
Q4 		$1.46M Sell
21,231
-2,833
-12% -$195K ﹤0.01% 3054
2025
Q3 		$1.67M Buy
24,064
+3,976
+20% +$272K ﹤0.01% 2999
2025
Q2 		$1.34M Buy
20,088
+596
+3% +$38.8K ﹤0.01% 3086
2025
Q1 		$1.34M Buy
19,492
+229
+1% +$15.4K ﹤0.01% 2998
2024
Q4 		$1.26M Sell
19,263
-359
-2% -$24.3K ﹤0.01% 3002
2024
Q3 		$1.33M Sell
19,622
-248
-1% -$16K ﹤0.01% 2929
2024
Q2 		$1.21M Sell
19,870
-1,047
-5% -$64.1K ﹤0.01% 2905
2024
Q1 		$1.3M Sell
20,917
-3,611
-15% -$213K ﹤0.01% 2850
2023
Q4 		$1.43M Buy
24,528
+16,965
+224% +$934K ﹤0.01% 2669
2023
Q3 		$410K Buy
7,563
+284
+4% +$16.2K ﹤0.01% 3354
2023
Q2 		$412K Buy
7,279
+1,004
+16% +$56.6K ﹤0.01% 3313
2023
Q1 		$361K Sell
6,275
-800
-11% -$47.4K ﹤0.01% 3353
2022
Q4 		$417K Buy
7,075
+318
+5% +$18.4K ﹤0.01% 3198
2022
Q3 		$358K Sell
6,757
-468
-6% -$27.6K ﹤0.01% 3236
2022
Q2 		$420K Sell
7,225
-1,504
-17% -$92.2K ﹤0.01% 3156
2022
Q1 		$551K Buy
8,729
+7
+0.1% +$430 ﹤0.01% 3064
2021
Q4 		$533K Buy
8,722
+11
+0.1% +$649 ﹤0.01% 3031
2021
Q3 		$496K Hold
8,711
– – ﹤0.01% 2966
2021
Q2 		$493K Sell
8,711
-944
-10% -$53.9K ﹤0.01% 2988
2021
Q1 		$528K Buy
9,655
+273
+3% +$13.8K ﹤0.01% 2811
2020
Q4 		$442K Hold
9,382
– – ﹤0.01% 2723
2020
Q3 		$380K Hold
9,382
– – ﹤0.01% 2616
2020
Q2 		$371K Buy
+9,382
New +$361K ﹤0.01% 2582

Other funds holding CDL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SF
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management's CDL Position: Q2 2026 in Review

Envestnet Asset Management increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 11% in Q2 2026, buying an estimated $166K and bringing the position to 22,076 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Envestnet Asset Management first reported a position in CDL in Q2 2020 and has held it in 25 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Envestnet Asset Management held 22,076 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $1.71M as of Q2 2026.
  • Envestnet Asset Management bought 2,188 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $166K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3267 holding.
  • Envestnet Asset Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2020 and has held it in 25 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.