RRMM
CDL icon

Regatta Research & Money Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Regatta Research & Money 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
2026
Q2 		$12.2K Buy
+158
New +$12K 0.01% 471

Other funds holding CDL

AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 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 $103B AUM 28.65% 1-Year Est. Return
SF
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Regatta Research & Money Management's CDL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2026: 158 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings.

47 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Regatta Research & Money Management held 158 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $12.2K as of Q2 2026.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF was a new Regatta Research & Money Management position in Q2 2026.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #471 holding.
  • 47 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.