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NBC Securities’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

NBC Securities’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
-650
Closed -$43K – 2791
2025
Q2 		$43K Hold
650
– – ﹤0.01% 1382
2025
Q1 		$44K Buy
+650
New +$43.7K ﹤0.01% 1204
2024
Q4 		– Sell
-650
Closed -$44K – 1381
2024
Q3 		$44K Hold
650
– – ﹤0.01% 1217
2024
Q2 		$39K Hold
650
– – ﹤0.01% 1205
2024
Q1 		$41K Hold
650
– – ﹤0.01% 1191
2023
Q4 		$37K Hold
650
– – ﹤0.01% 1221
2023
Q3 		$35K Buy
+650
New +$37K ﹤0.01% 1237

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Bank of America
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Northwestern Mutual Wealth Management
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LPL Financial
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HighTower Advisors
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SF
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
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MAS
MPWM Advisory Solutions Alpharetta, Georgia $189M AUM 15.74% 1-Year Est. Return