Mercer Global Advisors
CDL icon

Mercer Global Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Mercer Global Advisors’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
2025
Q3 		– Sell
-3,035
Closed -$202K – 2660
2025
Q2 		$202K Buy
+3,035
New +$198K ﹤0.01% 2076

Other funds holding CDL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $104B AUM 28.3% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

Mercer Global Advisors's CDL Position: Q3 2025 in Review

Mercer Global Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2025, closing a stake of 3,035 shares — an estimated $202K sold.

Mercer Global Advisors first reported a position in CDL in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 61 funds tracked by Wall St. Rank hold CDL as of Q3 2025.

  • Mercer Global Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 3,035 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2025, an estimated $202K.
  • Mercer Global Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2025 and held it in 1 quarter.
  • Mercer Global Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $202K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.