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 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 $1.66T AUM 25.57% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MPWM Advisory Solutions's CDL Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 90% in Q1 2026, selling an estimated $32.3M and leaving 49,838 shares worth $3.71M. The position accounts for 1.97% of the portfolio, ranked #11.

MPWM Advisory Solutions first reported a position in CDL in Q4 2024 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold CDL as of Q1 2026.

MPWM Advisory Solutions held 49,838 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $3.71M as of Q1 2026.
MPWM Advisory Solutions sold 438,040 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $32.3M.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 1.97% of MPWM Advisory Solutions's portfolio in Q1 2026, its #11 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 6 quarters since.
60 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.