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

Peterson 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
2024 Q3	$175	Buy	+3	New	+$194	﹤0.01%	423

Other funds holding CDL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peterson Financial Group's CDL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2024: 3 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

57 funds tracked by Wall St. Rank hold CDL as of Q3 2024.

Peterson Financial Group held 3 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $175 as of Q3 2024.
VictoryShares US Large Cap High Div Volatility Wtd ETF was a new Peterson Financial Group position in Q3 2024.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #423 holding.
57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.