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

IFP 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
2023
Q4 		– Sell
-430
Closed -$23.3K – 3089
2023
Q3 		$23.3K Hold
430
– – ﹤0.01% 1863
2023
Q2 		$24.3K Buy
+430
New +$24.3K ﹤0.01% 1917
2023
Q1 		– Sell
-58,771
Closed -$2.62M – 3529
2022
Q4 		$2.62M Buy
58,771
+3,236
+6% +$187K 0.07% 300
2022
Q3 		$2.48M Buy
55,535
+1,008
+2% +$59.4K 0.06% 327
2022
Q2 		$2.43M Hold
54,527
– – 0.08% 302
2022
Q1 		$2.43M Buy
54,527
+51,111
+1,496% +$3.14M 0.08% 302
2021
Q4 		$209K Hold
3,416
– – ﹤0.01% 927
2021
Q3 		$195K Hold
3,416
– – ﹤0.01% 962
2021
Q2 		$193K Hold
3,416
– – ﹤0.01% 924
2021
Q1 		$188K Sell
3,416
-4,382
-56% -$222K ﹤0.01% 863
2020
Q4 		$366K Sell
7,798
-300
-4% -$13.3K 0.01% 594
2020
Q3 		$327K Sell
8,098
-1,500
-16% -$61.2K 0.02% 544
2020
Q2 		$374K Sell
9,598
-3,181
-25% -$122K 0.03% 476
2020
Q1 		$460K Hold
12,779
– – 0.05% 369
2019
Q4 		$647K Buy
12,779
+1,016
+9% +$49.7K 0.05% 374
2019
Q3 		$563K Buy
+11,763
New +$553K 0.04% 458
2019
Q1 		$195K Sell
4,250
-7,661
-64% -$342K 0.03% 480
2018
Q4 		$490K Sell
11,911
-4,922
-29% -$217K 0.03% 563
2018
Q3 		$777K Sell
16,833
-19,107
-53% -$883K 0.03% 514
2018
Q2 		$1.63M Buy
35,940
+20,100
+127% +$895K 0.07% 297
2018
Q1 		$718K Hold
15,840
– – 0.03% 491
2017
Q4 		$718K Buy
15,840
+7,529
+91% +$334K 0.03% 492
2017
Q3 		$360K Buy
8,311
+2,305
+38% +$98.2K 0.01% 833
2017
Q2 		$254K Buy
6,006
+5,906
+5,906% +$248K 0.01% 989
2017
Q1 		$4K Buy
+100
New +$4.11K ﹤0.01% 3393
2016
Q2 		– Sell
-4,250
Closed -$195K – 3856
2016
Q1 		$195K Buy
+4,250
New +$147K 0.03% 480

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFP Advisors's CDL Position: Q4 2023 in Review

IFP Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q4 2023, closing a stake of 430 shares — an estimated $23.3K sold.

IFP Advisors first reported a position in CDL in Q1 2016 and held it in 26 quarters. The position peaked at $2.62M in Q4 2022. 56 funds tracked by Wall St. Rank hold CDL as of Q4 2023.

  • IFP Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 430 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2023, an estimated $23.3K.
  • IFP Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2016 and held it in 26 quarters.
  • IFP Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $2.62M in Q4 2022.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.