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

Sowa Financial 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 Q1	–	Sell	-546	Closed	-$26K	–	99
2020 Q4	$26K	Hold	546	–	–	0.02%	166
2020 Q3	$22K	Sell	546 -153	-22%	-$6.24K	0.02%	168
2020 Q2	$28K	Hold	699	–	–	0.02%	145
2020 Q1	$25K	Hold	699	–	–	0.02%	144
2019 Q4	$35K	Buy	+699	New	+$34.2K	0.03%	135

Other funds holding CDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Sowa Financial Group's CDL Position: Q1 2021 in Review

Sowa Financial Group sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2021, closing a stake of 546 shares — an estimated $26K sold.

Sowa Financial Group first reported a position in CDL in Q4 2019 and held it in 5 quarters. The position peaked at $35K in Q4 2019. 37 funds tracked by Wall St. Rank hold CDL as of Q1 2021.

Sowa Financial Group reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 546 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2021, an estimated $26K.
Sowa Financial Group first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $35K in Q4 2019.
37 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.