Investors Research Corp’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Investors Research Corp’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	$1.04M	Sell	13,386 -2,430	-15%	-$184K	0.19%	96
2026 Q1	$1.18M	Sell	15,816 -90	-0.6%	-$6.64K	0.23%	83
2025 Q4	$1.1M	Sell	15,906 -1,179	-7%	-$81.2K	0.2%	96
2025 Q3	$1.19M	Sell	17,085 -751	-4%	-$51.3K	0.22%	94
2025 Q2	$1.19M	Sell	17,836 -1,619	-8%	-$105K	0.23%	89
2025 Q1	$1.33M	Sell	19,455 -150	-0.8%	-$10.1K	0.29%	65
2024 Q4	$1.28M	Sell	19,605 -3	-0%	-$203	0.28%	68
2024 Q3	$1.33M	Sell	19,608 -377	-2%	-$24.4K	0.29%	68
2024 Q2	$1.22M	Sell	19,985 -115	-0.6%	-$7.04K	0.29%	70
2024 Q1	$1.25M	Sell	20,100 -288	-1%	-$17K	0.29%	72
2023 Q4	$1.19M	Sell	20,388 -146	-0.7%	-$8.04K	0.29%	82
2023 Q3	$1.11M	Sell	20,534 -5,090	-20%	-$290K	0.29%	79
2023 Q2	$1.45M	Sell	25,624 -38	-0.1%	-$2.14K	0.37%	54
2023 Q1	$1.48M	Sell	25,662 -392	-2%	-$23.2K	0.38%	48
2022 Q4	$1.53M	Sell	26,054 -17	-0.1%	-$985	0.42%	47
2022 Q3	$1.38M	Sell	26,071 -134	-0.5%	-$7.9K	0.42%	47
2022 Q2	$1.52M	Sell	26,205 -20	-0.1%	-$1.23K	0.46%	43
2022 Q1	$1.66M	Sell	26,225 -579	-2%	-$35.6K	0.47%	43
2021 Q4	$1.64M	Sell	26,804 -17	-0.1%	-$1K	0.5%	46
2021 Q3	$1.53M	Sell	26,821 -86	-0.3%	-$4.95K	0.52%	50
2021 Q2	$1.52M	Sell	26,907 -17	-0.1%	-$970	0.53%	50
2021 Q1	$1.47M	Sell	26,924 -164	-0.6%	-$8.3K	0.55%	31
2020 Q4	$1.28M	Sell	27,088 -254	-0.9%	-$11.3K	0.5%	34
2020 Q3	$1.11M	Sell	27,342 -123	-0.4%	-$5.02K	0.54%	34
2020 Q2	$1.09M	Buy	27,465 +9,220	+51%	+$355K	0.54%	34
2020 Q1	$642K	Buy	18,245 +11,263	+161%	+$510K	0.4%	64
2019 Q4	$353K	Buy	6,982 +4,037	+137%	+$198K	0.16%	184
2019 Q3	$141K	Buy	2,945 +2,167	+279%	+$102K	0.07%	322
2019 Q2	$37K	Buy	+778	New	+$36.1K	0.02%	551

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

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

Investors Research Corp's CDL Position: Q2 2026 in Review

Investors Research Corp reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 15% in Q2 2026, selling an estimated $184K and leaving 13,386 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #96.

Investors Research Corp first reported a position in CDL in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.66M in Q1 2022. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Investors Research Corp held 13,386 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $1.04M as of Q2 2026.
Investors Research Corp sold 2,430 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $184K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.19% of Investors Research Corp's portfolio in Q2 2026, its #96 holding.
Investors Research Corp first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2019 and has held it in 29 quarters since.
Investors Research Corp's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.66M in Q1 2022.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.