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

NewEdge 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
2026
Q2 		$3.42M Sell
44,103
-4,282
-9% -$325K 0.01% 937
2026
Q1 		$3.61M Sell
48,385
-1,680
-3% -$124K 0.01% 825
2025
Q4 		$3.45M Buy
50,065
+6,220
+14% +$429K 0.01% 813
2025
Q3 		$3.05M Buy
43,845
+43,331
+8,430% +$2.96M 0.01% 817
2025
Q2 		$34.2K Hold
514
– – ﹤0.01% 2776
2025
Q1 		$35.2K Sell
514
-475
-48% -$31.9K ﹤0.01% 2671
2024
Q4 		$64.6K Sell
989
-55
-5% -$3.73K ﹤0.01% 2425
2024
Q3 		$70.8K Hold
1,044
– – ﹤0.01% 2320
2024
Q2 		$63.7K Hold
1,044
– – ﹤0.01% 2267
2024
Q1 		$64.9K Hold
1,044
– – ﹤0.01% 2216
2023
Q4 		$61K Buy
+1,044
New +$57.5K ﹤0.01% 2155

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's CDL Position: Q2 2026 in Review

NewEdge Advisors reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 8.8% in Q2 2026, selling an estimated $325K and leaving 44,103 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #937.

NewEdge Advisors first reported a position in CDL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q1 2026. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • NewEdge Advisors held 44,103 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $3.42M as of Q2 2026.
  • NewEdge Advisors sold 4,282 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $325K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #937 holding.
  • NewEdge Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2023 and has held it in 11 quarters since.
  • NewEdge Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $3.61M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.