KWM
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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
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.77B AUM 21.49% 1-Year Est. Return