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Great Valley Advisor Group’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Great Valley Advisor Group’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
Q1 		– Sell
-3,217
Closed -$210K – 879
2024
Q4 		$210K Sell
3,217
-864
-21% -$58.5K ﹤0.01% 806
2024
Q3 		$276K Sell
4,081
-17,371
-81% -$1.12M 0.01% 707
2024
Q2 		$1.31M Buy
21,452
+2,699
+14% +$165K 0.04% 340
2024
Q1 		$1.17M Buy
18,753
+11,731
+167% +$692K 0.04% 349
2023
Q4 		$411K Buy
+7,022
New +$387K 0.01% 502
2021
Q1 		– Sell
-6,428
Closed -$303K – 505
2020
Q4 		$303K Sell
6,428
-4,837
-43% -$215K 0.03% 370
2020
Q3 		$456K Sell
11,265
-14,702
-57% -$600K 0.06% 267
2020
Q2 		$1.03M Sell
25,967
-51,475
-66% -$1.98M 0.17% 147
2020
Q1 		$2.73M Buy
77,442
+17,096
+28% +$773K 0.72% 35
2019
Q4 		$3.05M Buy
60,346
+10,879
+22% +$533K 0.68% 37
2019
Q3 		$2.38M Buy
49,467
+7,632
+18% +$359K 0.57% 50
2019
Q2 		$1.96M Buy
41,835
+12,523
+43% +$581K 0.49% 65
2019
Q1 		$1.35M Buy
+29,312
New +$1.31M 0.43% 66

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $189M AUM 15.74% 1-Year Est. Return

Great Valley Advisor Group's CDL Position: Q1 2025 in Review

Great Valley Advisor Group sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2025, closing a stake of 3,217 shares — an estimated $210K sold.

Great Valley Advisor Group first reported a position in CDL in Q1 2019 and held it in 13 quarters. The position peaked at $3.05M in Q4 2019. 61 funds tracked by Wall St. Rank hold CDL as of Q1 2025.

  • Great Valley Advisor Group reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,217 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2025, an estimated $210K.
  • Great Valley Advisor Group first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2019 and held it in 13 quarters.
  • Great Valley Advisor Group's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $3.05M in Q4 2019.
  • 61 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.