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
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 $1.66T AUM 25.57% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SageView Advisory Group's CDL Position: Q4 2025 in Review

SageView Advisory Group reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 6.6% in Q4 2025, selling an estimated $32.1K and leaving 6,578 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #376.

SageView Advisory Group first reported a position in CDL in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.48M in Q4 2022. 59 funds tracked by Wall St. Rank hold CDL as of Q4 2025.

SageView Advisory Group held 6,578 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $453K as of Q4 2025.
SageView Advisory Group sold 466 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2025, an estimated $32.1K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #376 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 12 quarters since.
SageView Advisory Group's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.48M in Q4 2022.
59 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.