Level Four Advisory Services’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-20,278	Closed	-$1.19M	–	765
2024 Q1	$1.19M	Hold	20,278	–	–	0.07%	270
2023 Q4	$1.19M	Sell	20,278 -1,026	-5%	-$56.5K	0.07%	270
2023 Q3	$1.16M	Buy	21,304 +750	+4%	+$42.7K	0.07%	263
2023 Q2	$1.16M	Buy	20,554 +842	+4%	+$47.5K	0.07%	263
2023 Q1	$1.13M	Sell	19,712 -1,164	-6%	-$69K	0.07%	254
2022 Q4	$1.23M	Buy	20,876 +11,983	+135%	+$694K	0.09%	218
2022 Q3	$471K	Buy	8,893 +682	+8%	+$40.2K	0.05%	318
2022 Q2	$477K	Buy	+8,211	New	+$503K	0.05%	345

Other funds holding CDL

Northwestern Mutual Wealth Management

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

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

HighTower Advisors

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return