Fidelity Investments
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Fidelity Investments’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Fidelity Investments’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 		$58K Buy
748
+7
+0.9% +$531 ﹤0.01% 4247
2026
Q1 		$55.2K Hold
741
– – ﹤0.01% 4086
2025
Q4 		$51K Sell
741
-150
-17% -$10.3K ﹤0.01% 4102
2025
Q3 		$62K Buy
891
+150
+20% +$10.3K ﹤0.01% 3872
2025
Q2 		$49.4K Sell
741
-135
-15% -$8.79K ﹤0.01% 3913
2025
Q1 		$60K Sell
876
-553
-39% -$37.2K ﹤0.01% 3778
2024
Q4 		$93.3K Buy
1,429
+623
+77% +$42.2K ﹤0.01% 3579
2024
Q3 		$54.7K Buy
806
+60
+8% +$3.88K ﹤0.01% 3747
2024
Q2 		$45.5K Hold
746
– – ﹤0.01% 3660
2024
Q1 		$46.4K Sell
746
-1,137
-60% -$67.1K ﹤0.01% 3619
2023
Q4 		$110K Buy
1,883
+1,516
+413% +$83.5K ﹤0.01% 3181
2023
Q3 		$19.9K Sell
367
-30
-8% -$1.71K ﹤0.01% 3801
2023
Q2 		$22.5K Buy
+397
New +$22.4K ﹤0.01% 3804
2021
Q1 		– Sell
-2
Closed – – 4013
2020
Q4 		$0 Buy
+2
New +$89 ﹤0.01% 3853
2020
Q3 		– Sell
-1
Closed – – 3695
2020
Q2 		$0 Sell
1
-28
-97% -$1.08K ﹤0.01% 3625
2020
Q1 		$1K Hold
29
– – ﹤0.01% 3466
2019
Q4 		$1K Hold
29
– – ﹤0.01% 3629
2019
Q3 		$1K Hold
29
– – ﹤0.01% 3626
2019
Q2 		$1K Buy
+29
New +$1.35K ﹤0.01% 3592
2019
Q1 		– Sell
-1
Closed – – 3643
2018
Q4 		$0 Buy
+1
New +$44 ﹤0.01% 3556

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

Fidelity Investments's CDL Position: Q2 2026 in Review

Fidelity Investments increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.94% in Q2 2026, buying an estimated $531 and bringing the position to 748 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #4247.

Fidelity Investments first reported a position in CDL in Q4 2018 and has held it in 20 quarters since. The position peaked at $110K in Q4 2023. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Fidelity Investments held 748 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $58K as of Q2 2026.
  • Fidelity Investments bought 7 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $531.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4247 holding.
  • Fidelity Investments first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2018 and has held it in 20 quarters since.
  • Fidelity Investments's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $110K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.