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Stratos Wealth Partners’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Stratos Wealth Partners’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 		$460K Buy
5,926
+4
+0.1% +$304 ﹤0.01% 1189
2026
Q1 		$441K Buy
5,922
+20
+0.3% +$1.48K 0.01% 1118
2025
Q4 		$406K Sell
5,902
-814
-12% -$56.1K ﹤0.01% 1133
2025
Q3 		$467K Sell
6,716
-401
-6% -$27.4K 0.01% 1046
2025
Q2 		$474K Sell
7,117
-205
-3% -$13.4K 0.01% 949
2025
Q1 		$502K Sell
7,322
-1,560
-18% -$105K 0.01% 886
2024
Q4 		$580K Sell
8,882
-183
-2% -$12.4K 0.01% 874
2024
Q3 		$615K Buy
9,065
+1,877
+26% +$121K 0.01% 863
2024
Q2 		$439K Sell
7,188
-286
-4% -$17.5K 0.01% 952
2024
Q1 		$465K Sell
7,474
-400
-5% -$23.6K 0.01% 929
2023
Q4 		$460K Sell
7,874
-318
-4% -$17.5K 0.01% 899
2023
Q3 		$445K Sell
8,192
-1,167
-12% -$66.4K 0.01% 863
2023
Q2 		$530K Buy
9,359
+125
+1% +$7.05K 0.01% 742
2023
Q1 		$531K Sell
9,234
-270
-3% -$16K 0.01% 680
2022
Q4 		$560K Buy
9,504
+292
+3% +$16.9K 0.01% 693
2022
Q3 		$488K Sell
9,212
-4,996
-35% -$294K 0.01% 693
2022
Q2 		$826K Sell
14,208
-199
-1% -$12.2K 0.02% 563
2022
Q1 		$909K Buy
14,407
+431
+3% +$26.5K 0.02% 586
2021
Q4 		$854K Sell
13,976
-345
-2% -$20.4K 0.02% 605
2021
Q3 		$815K Sell
14,321
-93
-0.6% -$5.35K 0.02% 589
2021
Q2 		$817K Sell
14,414
-177
-1% -$10.1K 0.02% 603
2021
Q1 		$798K Sell
14,591
-1,416
-9% -$71.7K 0.02% 563
2020
Q4 		$754K Sell
16,007
-7,550
-32% -$336K 0.02% 537
2020
Q3 		$953K Sell
23,557
-2,042
-8% -$83.3K 0.03% 412
2020
Q2 		$1.01M Sell
25,599
-1,299
-5% -$50K 0.04% 379
2020
Q1 		$947K Sell
26,898
-1,733
-6% -$78.4K 0.04% 343
2019
Q4 		$1.45M Buy
28,631
+4,172
+17% +$204K 0.06% 304
2019
Q3 		$1.18M Buy
24,459
+75
+0.3% +$3.52K 0.05% 333
2019
Q2 		$1.15M Buy
24,384
+6,045
+33% +$281K 0.05% 334
2019
Q1 		$842K Buy
18,339
+7,350
+67% +$328K 0.04% 411
2018
Q4 		$455K Buy
10,989
+7,231
+192% +$320K 0.02% 536
2018
Q3 		$173K Buy
+3,758
New +$174K 0.01% 899

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Stratos Wealth Partners's CDL Position: Q2 2026 in Review

Stratos Wealth Partners increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.07% in Q2 2026, buying an estimated $304 and bringing the position to 5,926 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Stratos Wealth Partners first reported a position in CDL in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.45M in Q4 2019. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Stratos Wealth Partners held 5,926 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $460K as of Q2 2026.
  • Stratos Wealth Partners bought 4 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $304.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1189 holding.
  • Stratos Wealth Partners first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2018 and has held it in 32 quarters since.
  • Stratos Wealth Partners's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.45M in Q4 2019.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.