Sound Financial Strategies Group’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Sound Financial Strategies 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
2021 Q3	–	Sell	-1,763	Closed	-$100K	–	83
2021 Q2	$100K	Sell	1,763 -165	-9%	-$9.42K	0.05%	83
2021 Q1	$106K	Hold	1,928	–	–	0.05%	81
2020 Q4	$91K	Sell	1,928 -108	-5%	-$4.8K	0.05%	75
2020 Q3	$82K	Sell	2,036 -300	-13%	-$12.2K	0.05%	61
2020 Q2	$92K	Sell	2,336 -255	-10%	-$9.82K	0.06%	61
2020 Q1	$91K	Sell	2,591 -1,880	-42%	-$85.1K	0.06%	61
2019 Q4	$226K	Buy	+4,471	New	+$219K	0.14%	63

Other funds holding CDL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Financial Strategies Group's CDL Position: Q3 2021 in Review

Sound Financial Strategies Group sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2021, closing a stake of 1,763 shares — an estimated $100K sold.

Sound Financial Strategies Group first reported a position in CDL in Q4 2019 and held it in 7 quarters. The position peaked at $226K in Q4 2019. 38 funds tracked by Wall St. Rank hold CDL as of Q3 2021.

Sound Financial Strategies Group reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2021 after selling out during the quarter.
Sound Financial Strategies Group sold 1,763 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2021, an estimated $100K.
Sound Financial Strategies Group first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2019 and held it in 7 quarters.
Sound Financial Strategies Group's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $226K in Q4 2019.
38 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2021.

Based on Sound Financial Strategies Group's 13F filing for Q3 2021, filed 3 Nov 2021.