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
Q2 		$21.7K Buy
280
+140
+100% +$10.6K ﹤0.01% 536
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 $1.89T 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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Kelleher Financial Advisors's CDL Position: Q2 2026 in Review

Kelleher Financial Advisors increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 100% in Q2 2026, buying an estimated $10.6K and bringing the position to 280 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Kelleher Financial Advisors first reported a position in CDL in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Kelleher Financial Advisors held 280 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $21.7K as of Q2 2026.
  • Kelleher Financial Advisors bought 140 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $10.6K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #536 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 4 quarters since.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.