MPWM Advisory Solutions’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

MPWM Advisory Solutions’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	$3.75M	Sell	48,395 -1,443	-3%	-$110K	1.72%	14
2026 Q1	$3.71M	Sell	49,838 -438,040	-90%	-$32.3M	1.97%	11
2025 Q4	$3.36M	Buy	487,878 +439,070	+900%	+$30.3M	1.87%	13
2025 Q3	$3.4M	Sell	48,808 -572	-1%	-$39.1K	2.02%	10
2025 Q2	$3.29M	Buy	49,380 +1,412	+3%	+$92K	2.08%	10
2025 Q1	$3.29M	Buy	47,968 +1,053	+2%	+$70.8K	2.38%	10
2024 Q4	$3.06M	Buy	+46,915	New	+$3.18M	2.24%	11

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

MPWM Advisory Solutions's CDL Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 2.9% in Q2 2026, selling an estimated $110K and leaving 48,395 shares worth $3.75M. The position accounts for 1.72% of the portfolio, ranked #14.

MPWM Advisory Solutions first reported a position in CDL in Q4 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

MPWM Advisory Solutions held 48,395 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $3.75M as of Q2 2026.
MPWM Advisory Solutions sold 1,443 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $110K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 1.72% of MPWM Advisory Solutions's portfolio in Q2 2026, its #14 holding.
MPWM Advisory Solutions first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 7 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.