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

Yarger Wealth Strategies’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 		$464K Buy
5,874
+44
+0.8% +$3.34K 0.17% 87
2026
Q1 		$434K Sell
5,830
-1,741
-23% -$128K 0.17% 84
2025
Q4 		$521K Sell
7,571
-642
-8% -$44.2K 0.22% 69
2025
Q3 		$572K Buy
8,213
+69
+0.8% +$4.72K 0.26% 63
2025
Q2 		$542K Buy
8,144
+72
+0.9% +$4.69K 0.28% 58
2025
Q1 		$553K Buy
8,072
+44
+0.5% +$2.96K 0.32% 52
2024
Q4 		$524K Buy
8,028
+84
+1% +$5.69K 0.3% 51
2024
Q3 		$539K Buy
7,944
+67
+0.9% +$4.33K 0.3% 48
2024
Q2 		$481K Buy
7,877
+61
+0.8% +$3.73K 0.29% 51
2024
Q1 		$486K Buy
7,816
+54
+0.7% +$3.19K 0.33% 50
2023
Q4 		$454K Sell
7,762
-439
-5% -$24.2K 0.37% 43
2023
Q3 		$445K Buy
8,201
+62
+0.8% +$3.53K 0.38% 40
2023
Q2 		$460K Buy
8,139
+61
+0.8% +$3.44K 0.41% 42
2023
Q1 		$465K Buy
8,078
+42
+0.5% +$2.49K 0.51% 35
2022
Q4 		$473K Buy
8,036
+91
+1% +$5.27K 0.59% 32
2022
Q3 		$421K Buy
7,945
+63
+0.8% +$3.71K 0.56% 31
2022
Q2 		$459K Buy
7,882
+51
+0.7% +$3.13K 0.59% 32
2022
Q1 		$494K Buy
7,831
+38
+0.5% +$2.34K 0.64% 30
2021
Q4 		$476K Buy
+7,793
New +$460K 0.51% 32

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SF
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Yarger Wealth Strategies's CDL Position: Q2 2026 in Review

Yarger Wealth Strategies increased its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.75% in Q2 2026, buying an estimated $3.34K and bringing the position to 5,874 shares worth $464K. The position accounts for 0.17% of the portfolio, ranked #87.

Yarger Wealth Strategies first reported a position in CDL in Q4 2021 and has held it in 19 quarters since. The position peaked at $572K in Q3 2025. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Yarger Wealth Strategies held 5,874 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $464K as of Q2 2026.
  • Yarger Wealth Strategies bought 44 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $3.34K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.17% of Yarger Wealth Strategies's portfolio in Q2 2026, its #87 holding.
  • Yarger Wealth Strategies first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2021 and has held it in 19 quarters since.
  • Yarger Wealth Strategies's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $572K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.