Steward Partners Investment Advisory’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-950	Closed	-$70.8K	–	4688
2026 Q1	$70.8K	Hold	950	–	–	﹤0.01%	2592
2025 Q4	$65.4K	Hold	950	–	–	﹤0.01%	2529
2025 Q3	$66.1K	Hold	950	–	–	﹤0.01%	2469
2025 Q2	$63.3K	Sell	950 -200	-17%	-$13K	﹤0.01%	2358
2025 Q1	$78.8K	Hold	1,150	–	–	﹤0.01%	2152
2024 Q4	$75.1K	Buy	1,150 +175	+18%	+$11.9K	﹤0.01%	2124
2024 Q3	$66.1K	Sell	975 -20	-2%	-$1.29K	﹤0.01%	2092
2024 Q2	$60.7K	Hold	995	–	–	﹤0.01%	2009
2024 Q1	$61.8K	Buy	995 +40	+4%	+$2.36K	﹤0.01%	1997
2023 Q4	$55.8K	Hold	955	–	–	﹤0.01%	1934
2023 Q3	$51.8K	Sell	955 -196	-17%	-$11.1K	﹤0.01%	1894
2023 Q2	$65.1K	Sell	1,151 -14	-1%	-$790	﹤0.01%	1775
2023 Q1	$67K	Buy	1,165 +770	+195%	+$45.6K	﹤0.01%	1739
2022 Q4	$23.3K	Buy	+395	New	+$22.9K	﹤0.01%	2171
2020 Q2	–	Sell	-100	Closed	-$3K	–	2666
2020 Q1	$3K	Buy	+100	New	+$4.52K	﹤0.01%	2198

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

Steward Partners Investment Advisory's CDL Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2026, closing a stake of 950 shares — an estimated $70.8K sold.

Steward Partners Investment Advisory first reported a position in CDL in Q1 2020 and held it in 15 quarters. The position peaked at $78.8K in Q1 2025. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Steward Partners Investment Advisory reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 950 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $70.8K.
Steward Partners Investment Advisory first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2020 and held it in 15 quarters.
Steward Partners Investment Advisory's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $78.8K in Q1 2025.
64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.