KFA
CDL icon

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

Kelleher Financial 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
2026
Q1 		$10.4K Hold
140
– – ﹤0.01% 531
2025
Q4 		$9.64K Hold
140
– – ﹤0.01% 580
2025
Q3 		$9.74K Buy
+140
New +$9.57K ﹤0.01% 502

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $189M AUM 15.74% 1-Year Est. Return

Kelleher Financial Advisors's CDL Position: Q1 2026 in Review

Kelleher Financial Advisors held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q1 2026 at 140 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Kelleher Financial Advisors first reported a position in CDL in Q3 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold CDL as of Q1 2026.

  • Kelleher Financial Advisors held 140 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $10.4K as of Q1 2026.
  • Kelleher Financial Advisors left its VictoryShares US Large Cap High Div Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #531 holding.
  • Kelleher Financial Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.