Golden State Wealth Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Golden State Wealth 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	$151K	Sell	1,946 -1,163	-37%	-$88.3K	0.01%	474
2026 Q1	$232K	Sell	3,109 -87	-3%	-$6.42K	0.03%	368
2025 Q4	$220K	Sell	3,196 -115	-3%	-$7.92K	0.02%	378
2025 Q3	$230K	Buy	3,311 +14	+0.4%	+$957	0.03%	357
2025 Q2	$220K	Sell	3,297 -681	-17%	-$44.4K	0.03%	344
2025 Q1	$272K	Sell	3,978 -118	-3%	-$7.93K	0.04%	304
2024 Q4	$268K	Buy	+4,096	New	+$278K	0.04%	281

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

Golden State Wealth Management's CDL Position: Q2 2026 in Review

Golden State Wealth Management reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 37% in Q2 2026, selling an estimated $88.3K and leaving 1,946 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #474.

Golden State Wealth Management first reported a position in CDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q1 2025. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Golden State Wealth Management held 1,946 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $151K as of Q2 2026.
Golden State Wealth Management sold 1,163 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $88.3K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #474 holding.
Golden State Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $272K in Q1 2025.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.