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Next Financial Group’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Next Financial Group’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
2021
Q4 		$9K Hold
152
– – ﹤0.01% 2210
2021
Q3 		$9K Hold
152
– – ﹤0.01% 2053
2021
Q2 		$9K Buy
+152
New +$8.68K ﹤0.01% 2012

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Next Financial Group's CDL Position: Q4 2021 in Review

Next Financial Group held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q4 2021 at 152 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Next Financial Group first reported a position in CDL in Q2 2021 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold CDL as of Q4 2021.

  • Next Financial Group held 152 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $9K as of Q4 2021.
  • Next Financial Group left its VictoryShares US Large Cap High Div Volatility Wtd ETF share count unchanged in Q4 2021.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2210 holding.
  • Next Financial Group first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2021 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.