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

SageView Advisory 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
2026 Q2	$403K	Sell	5,193 -593	-10%	-$45K	0.01%	407
2026 Q1	$431K	Sell	5,786 -792	-12%	-$58.4K	0.02%	382
2025 Q4	$453K	Sell	6,578 -466	-7%	-$32.1K	0.02%	376
2025 Q3	$490K	Buy	7,044 +202	+3%	+$13.8K	0.02%	386
2025 Q2	$465K	Buy	6,842 +1,310	+24%	+$85.3K	0.02%	387
2025 Q1	$379K	Buy	5,532 +769	+16%	+$51.7K	0.02%	405
2024 Q4	$311K	Sell	4,763 -6,908	-59%	-$468K	0.01%	453
2024 Q3	$792K	Sell	11,671 -1,071	-8%	-$69.2K	0.04%	229
2024 Q2	$778K	Buy	+12,742	New	+$780K	0.04%	261
2024 Q1	–	Sell	-13,472	Closed	-$792K	–	547
2023 Q4	$792K	Sell	13,472 -263	-2%	-$14.5K	0.03%	299
2023 Q3	$745K	Sell	13,735 -146	-1%	-$8.3K	0.04%	254
2023 Q2	$785K	Sell	13,881 -7,509	-35%	-$424K	0.04%	267
2023 Q1	$1.23M	Sell	21,390 -3,688	-15%	-$219K	0.08%	176
2022 Q4	$1.48M	Buy	+25,078	New	+$1.45M	0.12%	121

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

SageView Advisory Group's CDL Position: Q2 2026 in Review

SageView Advisory Group reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 10% in Q2 2026, selling an estimated $45K and leaving 5,193 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #407.

SageView Advisory Group first reported a position in CDL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q4 2022. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

SageView Advisory Group held 5,193 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $403K as of Q2 2026.
SageView Advisory Group sold 593 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $45K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #407 holding.
SageView Advisory Group first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.48M in Q4 2022.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.