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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

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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $189M AUM 15.74% 1-Year Est. Return