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

MAI Capital 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	–	Sell	-735	Closed	-$54.8K	–	2505
2026 Q1	$54.8K	Hold	735	–	–	﹤0.01%	2171
2025 Q4	$50.6K	Hold	735	–	–	﹤0.01%	2002
2025 Q3	$51.1K	Hold	735	–	–	﹤0.01%	1912
2025 Q2	$48.9K	Hold	735	–	–	﹤0.01%	1869
2025 Q1	$50.3K	Hold	735	–	–	﹤0.01%	1741
2024 Q4	$48K	Buy	+735	New	+$49.8K	﹤0.01%	1785

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

MAI Capital Management's CDL Position: Q2 2026 in Review

MAI Capital Management sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2026, closing a stake of 735 shares — an estimated $54.8K sold.

MAI Capital Management first reported a position in CDL in Q4 2024 and held it in 6 quarters. The position peaked at $54.8K in Q1 2026. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

MAI Capital Management reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 735 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $54.8K.
MAI Capital Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $54.8K in Q1 2026.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.