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

IHT 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 		$221K Sell
2,846
-327
-10% -$24.8K ﹤0.01% 1140
2026
Q1 		$236K Hold
3,173
– – 0.01% 1114
2025
Q4 		$218K Sell
3,173
-33
-1% -$2.27K 0.01% 1097
2025
Q3 		$223K Sell
3,206
-91
-3% -$6.22K 0.01% 1071
2025
Q2 		$220K Buy
3,297
+32
+1% +$2.08K 0.01% 1045
2025
Q1 		$224K Sell
3,265
-28
-0.9% -$1.88K 0.01% 976
2024
Q4 		$215K Sell
3,293
-341
-9% -$23.1K 0.01% 996
2024
Q3 		$247K Buy
3,634
+264
+8% +$17.1K 0.01% 994
2024
Q2 		$206K Buy
3,370
+11
+0.3% +$673 0.01% 949
2024
Q1 		$209K Buy
+3,359
New +$198K 0.01% 930
2023
Q3 		– Sell
-3,559
Closed -$201K – 969
2023
Q2 		$201K Sell
3,559
-227
-6% -$12.8K 0.01% 886
2023
Q1 		$218K Buy
3,786
+39
+1% +$2.31K 0.01% 820
2022
Q4 		$221K Buy
+3,747
New +$217K 0.01% 782
2022
Q2 		– Sell
-3,958
Closed -$250K – 747
2022
Q1 		$250K Buy
3,958
+4
+0.1% +$246 0.02% 636
2021
Q4 		$242K Sell
3,954
-244
-6% -$14.4K 0.02% 690
2021
Q3 		$239K Sell
4,198
-1,759
-30% -$101K 0.02% 676
2021
Q2 		$337K Buy
5,957
+4
+0.1% +$228 0.02% 658
2021
Q1 		$326K Buy
5,953
+134
+2% +$6.79K 0.02% 605
2020
Q4 		$274K Buy
5,819
+211
+4% +$9.38K 0.02% 587
2020
Q3 		$227K Buy
+5,608
New +$229K 0.02% 571

Other funds holding CDL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SF
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IHT Wealth Management's CDL Position: Q2 2026 in Review

IHT Wealth Management reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 10% in Q2 2026, selling an estimated $24.8K and leaving 2,846 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

IHT Wealth Management first reported a position in CDL in Q3 2020 and has held it in 20 quarters since. The position peaked at $337K in Q2 2021. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • IHT Wealth Management held 2,846 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $221K as of Q2 2026.
  • IHT Wealth Management sold 327 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $24.8K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1140 holding.
  • IHT Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2020 and has held it in 20 quarters since.
  • IHT Wealth Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $337K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.