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

Raymond James Financial’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 Q3	$2.63M	Buy	35,231 +1,255	+4%	+$99.3K	﹤0.01%	3291
2026 Q2	$2.64M	Sell	33,976 -2,068	-6%	-$157K	﹤0.01%	3284
2026 Q1	$2.69M	Sell	36,044 -4,684	-12%	-$345K	﹤0.01%	3110
2025 Q4	$2.8M	Sell	40,728 -1,582	-4%	-$109K	﹤0.01%	3000
2025 Q3	$2.94M	Sell	42,310 -5,976	-12%	-$408K	﹤0.01%	2876
2025 Q2	$3.22M	Buy	48,286 +7,104	+17%	+$463K	﹤0.01%	2705
2025 Q1	$2.82M	Buy	41,182 +447	+1%	+$30K	﹤0.01%	2744
2024 Q4	$2.66M	Buy	+40,735	New	+$2.76M	﹤0.01%	2765

Other funds holding CDL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Atlantic Family Wealth Coral Gables, Florida $156M AUM 14.54% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Raymond James Financial's CDL Position: Q3 2026 in Review

Raymond James Financial increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 3.7% in Q3 2026, buying an estimated $99.3K and bringing the position to 35,231 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Raymond James Financial first reported a position in CDL in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q2 2025. 51 funds tracked by Wall St. Rank hold CDL as of Q3 2026.

Raymond James Financial held 35,231 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $2.63M as of Q3 2026.
Raymond James Financial bought 1,255 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2026, an estimated $99.3K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3291 holding.
Raymond James Financial first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $3.22M in Q2 2025.
51 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.