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

WealthShield 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
2022 Q1	–	Sell	-7,927	Closed	-$485K	–	341
2021 Q4	$485K	Buy	7,927 +2,151	+37%	+$127K	0.08%	196
2021 Q3	$329K	Sell	5,776 -75	-1%	-$4.31K	0.09%	182
2021 Q2	$331K	Buy	5,851 +2,589	+79%	+$148K	0.05%	199
2021 Q1	$178K	Buy	+3,262	New	+$165K	0.03%	269

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

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

WealthShield Partners's CDL Position: Q1 2022 in Review

WealthShield Partners sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2022, closing a stake of 7,927 shares — an estimated $485K sold.

WealthShield Partners first reported a position in CDL in Q1 2021 and held it in 4 quarters. The position peaked at $485K in Q4 2021. 42 funds tracked by Wall St. Rank hold CDL as of Q1 2022.

WealthShield Partners reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2022 after selling out during the quarter.
WealthShield Partners sold 7,927 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2022, an estimated $485K.
WealthShield Partners first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2021 and held it in 4 quarters.
WealthShield Partners's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $485K in Q4 2021.
42 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.