Fort Point Capital Partners’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Fort Point Capital Partners’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
2025 Q2	–	Sell	-13,600	Closed	-$931K	–	324
2025 Q1	$931K	Hold	13,600	–	–	0.1%	134
2024 Q4	$888K	Hold	13,600	–	–	0.1%	140
2024 Q3	$922K	Hold	13,600	–	–	0.11%	123
2024 Q2	$830K	Hold	13,600	–	–	0.11%	137
2024 Q1	$845K	Hold	13,600	–	–	0.11%	135
2023 Q4	$795K	Hold	13,600	–	–	0.11%	124
2023 Q3	$738K	Hold	13,600	–	–	0.11%	113
2023 Q2	$769K	Hold	13,600	–	–	0.11%	118
2023 Q1	$782K	Buy	+13,600	New	+$806K	0.12%	121

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

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fort Point Capital Partners's CDL Position: Q2 2025 in Review

Fort Point Capital Partners sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2025, closing a stake of 13,600 shares — an estimated $931K sold.

Fort Point Capital Partners first reported a position in CDL in Q1 2023 and held it in 9 quarters. The position peaked at $931K in Q1 2025. 60 funds tracked by Wall St. Rank hold CDL as of Q2 2025.

Fort Point Capital Partners reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
Fort Point Capital Partners sold 13,600 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2025, an estimated $931K.
Fort Point Capital Partners first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2023 and held it in 9 quarters.
Fort Point Capital Partners's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $931K in Q1 2025.
60 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2025.

Based on Fort Point Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.