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

Money Concepts Capital’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
2023
Q1 		– Sell
-500
Closed -$29.4K – 852
2022
Q4 		$29.4K Buy
+500
New +$29K ﹤0.01% 1484
2022
Q2 		– Sell
-500
Closed -$32K – 1620
2022
Q1 		$32K Buy
+500
New +$30.7K ﹤0.01% 1403

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Money Concepts Capital's CDL Position: Q1 2023 in Review

Money Concepts Capital sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2023, closing a stake of 500 shares — an estimated $29.4K sold.

Money Concepts Capital first reported a position in CDL in Q1 2022 and held it in 2 quarters. The position peaked at $32K in Q1 2022. 58 funds tracked by Wall St. Rank hold CDL as of Q1 2023.

  • Money Concepts Capital reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 500 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2023, an estimated $29.4K.
  • Money Concepts Capital first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $32K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.