LRI Investments’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

LRI Investments’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	$18.1K	Hold	233	–	–	﹤0.01%	791
2026 Q1	$17.4K	Hold	233	–	–	﹤0.01%	730
2025 Q4	$16K	Hold	233	–	–	﹤0.01%	757
2025 Q3	$16.2K	Hold	233	–	–	﹤0.01%	767
2025 Q2	$15.5K	Hold	233	–	–	﹤0.01%	753
2025 Q1	$16K	Buy	+233	New	+$15.7K	﹤0.01%	718

Other funds holding CDL

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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LRI Investments's CDL Position: Q2 2026 in Review

LRI Investments held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q2 2026 at 233 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

LRI Investments first reported a position in CDL in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

LRI Investments held 233 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $18.1K as of Q2 2026.
LRI Investments left its VictoryShares US Large Cap High Div Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #791 holding.
LRI Investments first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2025 and has held it in 6 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 LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.