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

Summit Financial’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	$8.25M	Buy	106,380 +7,841	+8%	+$595K	0.09%	225
2026 Q1	$7.34M	Sell	98,539 -5,656	-5%	-$417K	0.09%	220
2025 Q4	$7.17M	Sell	104,195 -1,657	-2%	-$114K	0.11%	179
2025 Q3	$7.37M	Sell	105,852 -585	-0.5%	-$40K	0.11%	173
2025 Q2	$7.09M	Sell	106,437 -2,902	-3%	-$189K	0.16%	116
2025 Q1	$7.49M	Buy	+109,339	New	+$7.35M	0.21%	92

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

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

MAS

MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

Summit Financial's CDL Position: Q2 2026 in Review

Summit Financial increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 8% in Q2 2026, buying an estimated $595K and bringing the position to 106,380 shares worth $8.25M. The position accounts for 0.09% of the portfolio, ranked #225.

Summit Financial first reported a position in CDL in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Summit Financial held 106,380 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $8.25M as of Q2 2026.
Summit Financial bought 7,841 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $595K.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #225 holding.
Summit Financial first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2025 and has held it in 6 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.