Rothschild Investment LLC’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Rothschild Investment LLC’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 Q2	$4.65K	Hold	60	–	–	﹤0.01%	2316
2026 Q1	$4.47K	Hold	60	–	–	﹤0.01%	2110
2025 Q4	$4.13K	Hold	60	–	–	﹤0.01%	1987
2025 Q3	$4.17K	Hold	60	–	–	﹤0.01%	1784
2025 Q2	$4K	Hold	60	–	–	﹤0.01%	1619
2025 Q1	$4.11K	Hold	60	–	–	﹤0.01%	1533
2024 Q4	$3.92K	Hold	60	–	–	﹤0.01%	1438
2024 Q3	$4.07K	Hold	60	–	–	﹤0.01%	1372
2024 Q2	$3.66K	Hold	60	–	–	﹤0.01%	1252
2024 Q1	$3.73K	Hold	60	–	–	﹤0.01%	1167
2023 Q4	$3.51K	Buy	+60	New	+$3.3K	﹤0.01%	1111

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

MAS

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

Rothschild Investment LLC's CDL Position: Q2 2026 in Review

Rothschild Investment LLC held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q2 2026 at 60 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Rothschild Investment LLC first reported a position in CDL in Q4 2023 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Rothschild Investment LLC held 60 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $4.65K as of Q2 2026.
Rothschild Investment LLC left its VictoryShares US Large Cap High Div Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2316 holding.
Rothschild Investment LLC first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2023 and has held it in 11 quarters since.
63 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.