Advisory Services Network’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Advisory Services Network’s Portfolio CSB Stock Details CSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,811	Closed	-$101K	–	1907
2023 Q4	$101K	Buy	+1,811	New	+$91.8K	﹤0.01%	1640
2023 Q2	–	Sell	-2,381	Closed	-$124K	–	1909
2023 Q1	$124K	Buy	2,381 +1,215	+104%	+$65.9K	﹤0.01%	1537
2022 Q4	$60.1K	Buy	+1,166	New	+$60.4K	﹤0.01%	1887

Other funds holding CSB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Advisory Services Network's CSB Position: Q1 2024 in Review

Advisory Services Network sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2024, closing a stake of 1,811 shares — an estimated $101K sold.

Advisory Services Network first reported a position in CSB in Q4 2022 and held it in 3 quarters. The position peaked at $124K in Q1 2023. 54 funds tracked by Wall St. Rank hold CSB as of Q1 2024.

Advisory Services Network reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 1,811 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2024, an estimated $101K.
Advisory Services Network first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2022 and held it in 3 quarters.
Advisory Services Network's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $124K in Q1 2023.
54 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.