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Winch Advisory Services’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-91
Closed -$5.67K – 455
2024
Q1 		$5.67K Sell
91
-90
-50% -$5.31K ﹤0.01% 305
2023
Q4 		$10.6K Buy
+181
New +$9.97K ﹤0.01% 254

Other funds holding CDL

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winch Advisory Services's CDL Position: Q2 2024 in Review

Winch Advisory Services sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q2 2024, closing a stake of 91 shares — an estimated $5.67K sold.

Winch Advisory Services first reported a position in CDL in Q4 2023 and held it in 2 quarters. The position peaked at $10.6K in Q4 2023. 52 funds tracked by Wall St. Rank hold CDL as of Q2 2024.

  • Winch Advisory Services reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • Winch Advisory Services sold 91 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2024, an estimated $5.67K.
  • Winch Advisory Services first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2023 and held it in 2 quarters.
  • Winch Advisory Services's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $10.6K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.