TC
CDL icon

TAP Consulting’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

TAP Consulting’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
2024
Q4 		$6.96M Buy
106,477
+891
+0.8% +$60.4K 1.42% 14
2024
Q3 		$7.16M Buy
105,586
+4,667
+5% +$302K 1.41% 13
2024
Q2 		$6.16M Buy
100,919
+8,732
+9% +$535K 1.3% 14
2024
Q1 		$5.73M Sell
92,187
-19,731
-18% -$1.16M 1.26% 17
2023
Q4 		$6.54M Buy
111,918
+30,015
+37% +$1.65M 1.56% 16
2023
Q3 		$4.44M Buy
81,903
+4,699
+6% +$267K 1.14% 24
2023
Q2 		$4.37M Sell
77,204
-818
-1% -$46.1K 1.07% 24
2023
Q1 		$4.49M Buy
78,022
+3,961
+5% +$235K 1.1% 27
2022
Q4 		$4.36M Buy
74,061
+2,754
+4% +$160K 1.14% 20
2022
Q3 		$3.78M Sell
71,307
-152
-0.2% -$8.96K 1.01% 26
2022
Q2 		$4.15M Buy
71,459
+5,997
+9% +$368K 1.15% 25
2022
Q1 		$4.13M Buy
65,462
+178
+0.3% +$10.9K 1.08% 32
2021
Q4 		$3.99M Buy
65,284
+7,586
+13% +$447K 0.91% 35
2021
Q3 		$3.28M Buy
57,698
+2,904
+5% +$167K 0.88% 36
2021
Q2 		$3.1M Sell
54,794
-653
-1% -$37.3K 0.87% 36
2021
Q1 		$3.03M Buy
55,447
+5,052
+10% +$256K 0.94% 32
2020
Q4 		$2.37M Buy
50,395
+2,083
+4% +$92.7K 0.86% 41
2020
Q3 		$1.95M Buy
48,312
+21,362
+79% +$871K 0.77% 47
2020
Q2 		$1.06M Buy
26,950
+5,557
+26% +$214K 0.52% 55
2020
Q1 		$753K Buy
+21,393
New +$968K 0.51% 60

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

TAP Consulting's CDL Position: Q4 2024 in Review

TAP Consulting increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.84% in Q4 2024, buying an estimated $60.4K and bringing the position to 106,477 shares worth $6.96M. The position accounts for 1.42% of the portfolio, ranked #14.

TAP Consulting first reported a position in CDL in Q1 2020 and has held it in 20 quarters since. The position peaked at $7.16M in Q3 2024. 60 funds tracked by Wall St. Rank hold CDL as of Q4 2024.

  • TAP Consulting held 106,477 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $6.96M as of Q4 2024.
  • TAP Consulting bought 891 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2024, an estimated $60.4K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up 1.42% of TAP Consulting's portfolio in Q4 2024, its #14 holding.
  • TAP Consulting first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2020 and has held it in 20 quarters since.
  • TAP Consulting's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $7.16M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.