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

Kingsview 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
2023 Q2	–	Sell	-5,555	Closed	-$319K	–	916
2023 Q1	$319K	Buy	5,555 +453	+9%	+$26.8K	0.01%	693
2022 Q4	$300K	Buy	+5,102	New	+$296K	0.01%	666
2022 Q3	–	Sell	-11,673	Closed	-$678K	–	824
2022 Q2	$678K	Buy	11,673 +533	+5%	+$32.7K	0.03%	469
2022 Q1	$703K	Buy	+11,140	New	+$685K	0.03%	495

Other funds holding CDL

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $445B AUM 25.58% 1-Year Est. Return

PFGIA

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

Kingsview Wealth Management's CDL Position: Q2 2023 in Review

Kingsview Wealth Management sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2023, closing a stake of 5,555 shares — an estimated $319K sold.

Kingsview Wealth Management first reported a position in CDL in Q1 2022 and held it in 4 quarters. The position peaked at $703K in Q1 2022. 57 funds tracked by Wall St. Rank hold CDL as of Q2 2023.

Kingsview Wealth Management reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 5,555 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2023, an estimated $319K.
Kingsview Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2022 and held it in 4 quarters.
Kingsview Wealth Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $703K in Q1 2022.
57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.