HighTower Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

HighTower Advisors’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	$8.28M	Sell	106,787 -5,966	-5%	-$453K	0.01%	1009
2026 Q1	$8.4M	Sell	112,753 -21,515	-16%	-$1.59M	0.01%	960
2025 Q4	$9.24M	Sell	134,268 -3,749	-3%	-$258K	0.01%	897
2025 Q3	$9.6M	Sell	138,017 -1,709	-1%	-$117K	0.01%	866
2025 Q2	$9.3M	Sell	139,726 -6,176	-4%	-$402K	0.01%	831
2025 Q1	$9.99M	Sell	145,902 -5,657	-4%	-$380K	0.01%	768
2024 Q4	$9.9M	Sell	151,559 -14,684	-9%	-$995K	0.01%	756
2024 Q3	$11.3M	Buy	166,243 +203	+0.1%	+$13.1K	0.02%	708
2024 Q2	$10.1M	Buy	166,040 +1,688	+1%	+$103K	0.02%	717
2024 Q1	$10.2M	Sell	164,352 -5,052	-3%	-$298K	0.02%	691
2023 Q4	$9.9M	Sell	169,404 -13,039	-7%	-$718K	0.02%	706
2023 Q3	$9.9M	Buy	182,443 +9,590	+6%	+$545K	0.02%	671
2023 Q2	$9.77M	Buy	172,853 +11,075	+7%	+$625K	0.02%	656
2023 Q1	$9.31M	Buy	161,778 +3,086	+2%	+$183K	0.02%	652
2022 Q4	$9.34M	Buy	158,692 +4,333	+3%	+$251K	0.02%	639
2022 Q3	$8.19M	Sell	154,359 -232	-0.2%	-$13.7K	0.02%	632
2022 Q2	$8.98M	Sell	154,591 -7,451	-5%	-$457K	0.02%	608
2022 Q1	$10.2M	Sell	162,042 -3,036	-2%	-$187K	0.02%	619
2021 Q4	$10.1M	Sell	165,078 -478	-0.3%	-$28.2K	0.02%	606
2021 Q3	$9.4M	Sell	165,556 -31	-0%	-$1.78K	0.03%	556
2021 Q2	$9.37M	Buy	165,587 +513	+0.3%	+$29.3K	0.03%	542
2021 Q1	$9.03M	Buy	+165,074	New	+$8.36M	0.03%	525
2020 Q4	–	Sell	-168,026	Closed	-$6.79M	–	2633
2020 Q3	$6.79M	Sell	168,026 -14,973	-8%	-$611K	0.03%	450
2020 Q2	$7.24M	Buy	182,999 +1,670	+0.9%	+$64.3K	0.04%	406
2020 Q1	$6.39M	Buy	+181,329	New	+$8.2M	0.04%	385
2019 Q1	–	Sell	-5,339	Closed	-$221K	–	2310
2018 Q4	$221K	Buy	+5,339	New	+$236K	﹤0.01%	1779

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

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

MAS

MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

HighTower Advisors's CDL Position: Q2 2026 in Review

HighTower Advisors reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 5.3% in Q2 2026, selling an estimated $453K and leaving 106,787 shares worth $8.28M. The position accounts for 0.01% of the portfolio, ranked #1009.

HighTower Advisors first reported a position in CDL in Q4 2018 and has held it in 26 quarters since. The position peaked at $11.3M in Q3 2024. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

HighTower Advisors held 106,787 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $8.28M as of Q2 2026.
HighTower Advisors sold 5,966 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $453K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1009 holding.
HighTower Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2018 and has held it in 26 quarters since.
HighTower Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $11.3M in Q3 2024.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.