AWM
CSF

AE Wealth Management’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

AE Wealth Management’s Portfolio CSF Stock Details CSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,692
Closed -$1.84M – 2020
2022
Q4 		$1.84M Buy
+33,692
New +$1.9M 0.01% 783

Other funds holding CSF

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LWP
Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return

AE Wealth Management's CSF Position: Q1 2023 in Review

AE Wealth Management sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q1 2023, closing a stake of 33,692 shares — an estimated $1.84M sold.

AE Wealth Management first reported a position in CSF in Q4 2022 and held it in 1 quarter. The position peaked at $1.84M in Q4 2022. 30 funds tracked by Wall St. Rank hold CSF as of Q1 2023.

  • AE Wealth Management reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 33,692 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $1.84M.
  • AE Wealth Management first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q4 2022 and held it in 1 quarter.
  • AE Wealth Management's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $1.84M in Q4 2022.
  • 30 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.