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

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-100
Closed -$5.89K – 127
2022
Q4 		$5.89K Buy
+100
New +$5.79K 0.01% 334

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Freedom Wealth Alliance's CDL Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2023, closing a stake of 100 shares — an estimated $5.89K sold.

Freedom Wealth Alliance first reported a position in CDL in Q4 2022 and held it in 1 quarter. The position peaked at $5.89K in Q4 2022. 58 funds tracked by Wall St. Rank hold CDL as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 100 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2023, an estimated $5.89K.
  • Freedom Wealth Alliance first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $5.89K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.