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

Nicolet Advisory Services’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 Q1	–	Sell	-3,229	Closed	-$207K	–	388
2024 Q4	$207K	Sell	3,229 -14	-0.4%	-$949	0.02%	362
2024 Q3	$219K	Buy	+3,243	New	+$210K	0.02%	343
2024 Q2	–	Sell	-3,294	Closed	-$203K	–	356
2024 Q1	$203K	Buy	+3,294	New	+$194K	0.02%	337
2023 Q4	–	Sell	-4,931	Closed	-$260K	–	321
2023 Q3	$260K	Sell	4,931 -19	-0.4%	-$1.08K	0.03%	251
2023 Q2	$279K	Buy	4,950 +777	+19%	+$43.8K	0.03%	241
2023 Q1	$241K	Buy	4,173 +896	+27%	+$53.1K	0.03%	246
2022 Q4	$201K	Buy	+3,277	New	+$190K	0.03%	230
2022 Q1	–	Sell	-3,482	Closed	-$213K	–	204
2021 Q4	$213K	Buy	+3,482	New	+$205K	0.03%	192

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MAS

MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

Nicolet Advisory Services's CDL Position: Q1 2025 in Review

Nicolet Advisory Services sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2025, closing a stake of 3,229 shares — an estimated $207K sold.

Nicolet Advisory Services first reported a position in CDL in Q4 2021 and held it in 8 quarters. The position peaked at $279K in Q2 2023. 61 funds tracked by Wall St. Rank hold CDL as of Q1 2025.

Nicolet Advisory Services reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
Nicolet Advisory Services sold 3,229 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2025, an estimated $207K.
Nicolet Advisory Services first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2021 and held it in 8 quarters.
Nicolet Advisory Services's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $279K in Q2 2023.
61 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2025.

Based on Nicolet Advisory Services's 13F filing for Q1 2025, filed 8 May 2025.