CDL — VICTORYSHARES US

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in VICTORYSHARES US (CDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.38% (2025 Q1)
Avg. % of fund
2.12%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 487,878 +439,070 +899.6% 1.87% $3.4M $68.45
2025 Q3 REDUCED 48,808 -572 -1.2% 2.02% $3.4M $68.40
2025 Q2 ADDED 49,380 +1,412 +2.9% 2.08% $3.3M $64.91
2025 Q1 ADDED 47,968 +1,053 +2.2% 2.38% $3.3M $66.17
2024 Q4 INITIATED 46,915 — — 2.24% $3.1M $62.78
% of Fund (quarterly)    CDL price (monthly, adj. close)

Other funds also holding CDL

As of 2025 Q4 — sorted by position size

Smith Thornton Advisors LLC 0.52% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.28% YARGER WEALTH STRATEGIES, LLC 3Y 0.22% Investors Research Corp 3Y 7Y 0.2% Eagle Bay Advisors LLC 3Y 0.17% Sloy Dahl & Holst, LLC 3Y 0.15% Summit Financial, LLC 3Y 7Y 0.11% VICUS CAPITAL 3Y 7Y 0.04% Integrated Wealth Concepts LLC 3Y 7Y 0.03% StoneX Group Inc. 3Y 7Y 0.03%
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