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

Huntleigh 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
2025 Q4	–	Sell	-5,394	Closed	-$375K	–	275
2025 Q3	$375K	Sell	5,394 -673	-11%	-$46K	0.06%	200
2025 Q2	$404K	Buy	6,067 +207	+4%	+$13.5K	0.08%	175
2025 Q1	$401K	Sell	5,860 -257	-4%	-$17.3K	0.07%	166
2024 Q4	$400K	Buy	+6,117	New	+$415K	0.09%	157

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Huntleigh Advisors's CDL Position: Q4 2025 in Review

Huntleigh Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q4 2025, closing a stake of 5,394 shares — an estimated $375K sold.

Huntleigh Advisors first reported a position in CDL in Q4 2024 and held it in 4 quarters. The position peaked at $404K in Q2 2025. 59 funds tracked by Wall St. Rank hold CDL as of Q4 2025.

Huntleigh Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
Huntleigh Advisors sold 5,394 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2025, an estimated $375K.
Huntleigh Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and held it in 4 quarters.
Huntleigh Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $404K in Q2 2025.
59 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2025.

Based on Huntleigh Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.