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

EverSource Wealth 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	$187K	Buy	2,408 +20	+0.8%	+$1.52K	0.01%	1033
2026 Q1	$178K	Buy	2,388 +14	+0.6%	+$1.03K	0.01%	1118
2025 Q4	$163K	Buy	2,374 +27	+1%	+$1.86K	0.01%	1050
2025 Q3	$163K	Buy	2,347 +19	+0.8%	+$1.3K	0.01%	1008
2025 Q2	$155K	Sell	2,328 -479	-17%	-$31.2K	0.01%	979
2025 Q1	$192K	Sell	2,807 -786	-22%	-$52.8K	0.01%	675
2024 Q4	$235K	Sell	3,593 -1,467	-29%	-$99.4K	0.01%	595
2024 Q3	$343K	Buy	5,060 +1,579	+45%	+$102K	0.02%	412
2024 Q2	$225K	Sell	3,481 -406	-10%	-$24.9K	0.02%	521
2024 Q1	$235K	Sell	3,887 -1,135	-23%	-$67K	0.02%	443
2023 Q4	$294K	Sell	5,022 -7,444	-60%	-$410K	0.03%	345
2023 Q3	$677K	Sell	12,466 -1,320	-10%	-$75.1K	0.07%	195
2023 Q2	$780K	Buy	13,786 +12,707	+1,178%	+$717K	0.09%	185
2023 Q1	$62.1K	Buy	1,079 +109	+11%	+$6.46K	0.01%	712
2022 Q4	$57.1K	Buy	+970	New	+$56.2K	0.01%	711

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

EverSource Wealth Advisors's CDL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.84% in Q2 2026, buying an estimated $1.52K and bringing the position to 2,408 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #1033.

EverSource Wealth Advisors first reported a position in CDL in Q4 2022 and has held it in 15 quarters since. The position peaked at $780K in Q2 2023. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

EverSource Wealth Advisors held 2,408 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $187K as of Q2 2026.
EverSource Wealth Advisors bought 20 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $1.52K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1033 holding.
EverSource Wealth Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $780K in Q2 2023.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.