RI
CDL icon

Ridgewood Investments’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-136
Closed -$9.06K – 273
2025
Q2 		$9.06K Hold
136
– – ﹤0.01% 531
2025
Q1 		$9.31K Buy
+136
New +$9.14K ﹤0.01% 488

Other funds holding CDL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

Ridgewood Investments's CDL Position: Q3 2025 in Review

Ridgewood Investments sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2025, closing a stake of 136 shares — an estimated $9.06K sold.

Ridgewood Investments first reported a position in CDL in Q1 2025 and held it in 2 quarters. The position peaked at $9.31K in Q1 2025. 61 funds tracked by Wall St. Rank hold CDL as of Q3 2025.

  • Ridgewood Investments reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 136 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2025, an estimated $9.06K.
  • Ridgewood Investments first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2025 and held it in 2 quarters.
  • Ridgewood Investments's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $9.31K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.