Janney Montgomery Scott’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Janney Montgomery Scott’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 Q2	–	Sell	-61,065	Closed	-$3.51M	–	2637
2023 Q1	$3.51M	Sell	61,065 -11,622	-16%	-$689K	0.01%	745
2022 Q4	$4.28M	Buy	+72,687	New	+$4.21M	0.02%	730
2019 Q2	–	Sell	-10,712	Closed	-$492K	–	2049
2019 Q1	$492K	Sell	10,712 -1,980	-16%	-$88.5K	﹤0.01%	1405
2018 Q4	$525K	Sell	12,692 -1,141	-8%	-$50.4K	0.01%	1263
2018 Q3	$638K	Buy	+13,833	New	+$640K	0.01%	1314

Other funds holding CDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott's CDL Position: Q2 2023 in Review

Janney Montgomery Scott sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2023, closing a stake of 61,065 shares — an estimated $3.51M sold.

Janney Montgomery Scott first reported a position in CDL in Q3 2018 and held it in 5 quarters. The position peaked at $4.28M in Q4 2022. 56 funds tracked by Wall St. Rank hold CDL as of Q2 2023.

Janney Montgomery Scott reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Janney Montgomery Scott sold 61,065 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2023, an estimated $3.51M.
Janney Montgomery Scott first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2018 and held it in 5 quarters.
Janney Montgomery Scott's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $4.28M in Q4 2022.
56 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.