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Sloy Dahl & Holst’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Sloy Dahl & Holst’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 		$1.37M Buy
17,674
+3
+0% +$228 0.17% 40
2026
Q1 		$1.32M Sell
17,671
-429
-2% -$31.6K 0.18% 41
2025
Q4 		$1.25M Buy
18,100
+2
+0% +$138 0.15% 42
2025
Q3 		$1.26M Hold
18,098
– – 0.13% 37
2025
Q2 		$1.21M Buy
18,098
+230
+1% +$15K 0.17% 37
2025
Q1 		$1.22M Buy
17,868
+150
+0.8% +$10.1K 0.21% 33
2024
Q4 		$1.16M Buy
17,718
+150
+0.9% +$10.2K 0.15% 35
2024
Q3 		$1.19M Sell
17,568
-440
-2% -$28.4K 0.2% 29
2024
Q2 		$1.1M Sell
18,008
-170
-0.9% -$10.4K 0.23% 26
2024
Q1 		$1.13M Hold
18,178
– – 0.27% 26
2023
Q4 		$1.06M Hold
18,178
– – 0.22% 28
2023
Q3 		$987K Hold
18,178
– – 0.21% 24
2023
Q2 		$1.03M Buy
18,178
+250
+1% +$14.1K 0.19% 25
2023
Q1 		$1.03M Hold
17,928
– – 0.23% 24
2022
Q4 		$1.06M Hold
17,928
– – 0.37% 23
2022
Q3 		$950K Buy
17,928
+85
+0.5% +$5.01K 0.2% 30
2022
Q2 		$1.04M Buy
17,843
+475
+3% +$29.1K 0.25% 27
2022
Q1 		$1.1M Hold
17,368
– – 0.18% 28
2021
Q4 		$988K Hold
17,368
– – 0.21% 31
2021
Q3 		$988K Hold
17,368
– – 0.21% 31
2021
Q2 		$983K Hold
17,368
– – 0.13% 30
2021
Q1 		$950K Buy
17,368
+2,933
+20% +$149K 0.14% 31
2020
Q4 		$727K Buy
14,435
+1,375
+11% +$61.2K 0.35% 24
2020
Q3 		$550K Hold
13,060
– – 0.21% 25
2020
Q2 		$516K Sell
13,060
-3,025
-19% -$116K 0.24% 24
2020
Q1 		$566K Buy
16,085
+1,650
+11% +$74.6K 0.43% 23
2019
Q4 		$730K Buy
+14,435
New +$707K 0.68% 19

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Sloy Dahl & Holst's CDL Position: Q2 2026 in Review

Sloy Dahl & Holst increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.02% in Q2 2026, buying an estimated $228 and bringing the position to 17,674 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #40.

Sloy Dahl & Holst first reported a position in CDL in Q4 2019 and has held it in 27 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Sloy Dahl & Holst held 17,674 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $1.37M as of Q2 2026.
  • Sloy Dahl & Holst bought 3 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $228.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.17% of Sloy Dahl & Holst's portfolio in Q2 2026, its #40 holding.
  • Sloy Dahl & Holst first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2019 and has held it in 27 quarters since.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.