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

Western Wealth Management’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	$398K	Buy	5,133 +3	+0.1%	+$228	0.01%	745
2026 Q1	$382K	Buy	5,130 +3	+0.1%	+$221	0.01%	714
2025 Q4	$353K	Buy	5,127 +5	+0.1%	+$344	0.02%	613
2025 Q3	$356K	Buy	5,122 +166	+3%	+$11.3K	0.02%	542
2025 Q2	$330K	Buy	4,956 +40	+0.8%	+$2.6K	0.02%	529
2025 Q1	$337K	Buy	4,916 +216	+5%	+$14.5K	0.02%	497
2024 Q4	$307K	Hold	4,700	–	–	0.02%	602
2024 Q3	$319K	Buy	+4,700	New	+$304K	0.02%	580
2022 Q4	–	Sell	-3,967	Closed	-$210K	–	630
2022 Q3	$210K	Buy	3,967 +2	+0.1%	+$118	0.01%	733
2022 Q2	$231K	Sell	3,965 -97	-2%	-$5.95K	0.01%	693
2022 Q1	$256K	Buy	+4,062	New	+$250K	0.01%	726

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

Western Wealth Management's CDL Position: Q2 2026 in Review

Western Wealth Management increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.06% in Q2 2026, buying an estimated $228 and bringing the position to 5,133 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #745.

Western Wealth Management first reported a position in CDL in Q1 2022 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Western Wealth Management held 5,133 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $398K as of Q2 2026.
Western Wealth Management bought 3 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $228.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #745 holding.
Western Wealth Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2022 and has held it in 11 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.