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American Portfolios Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$184K Buy
3,962
+11
+0.3% +$585 0.01% 1044
2022
Q2 		$207K Hold
3,951
– – 0.01% 1035
2022
Q1 		$231K Buy
3,951
+252
+7% +$15K 0.01% 1094
2021
Q4 		$227K Buy
3,699
+13
+0.4% +$783 0.01% 1090
2021
Q3 		$212K Buy
3,686
+717
+24% +$42.1K 0.01% 1090
2021
Q2 		$178K Buy
2,969
+1,719
+138% +$105K 0.01% 1162
2021
Q1 		$73.8K Buy
+1,250
New +$69.8K ﹤0.01% 1438

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

American Portfolios Advisors's CSB Position: Q3 2022 in Review

American Portfolios Advisors increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 0.28% in Q3 2022, buying an estimated $585 and bringing the position to 3,962 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #1044.

American Portfolios Advisors first reported a position in CSB in Q1 2021 and has held it in 7 quarters since. The position peaked at $231K in Q1 2022. 51 funds tracked by Wall St. Rank hold CSB as of Q3 2022.

  • American Portfolios Advisors held 3,962 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $184K as of Q3 2022.
  • American Portfolios Advisors bought 11 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2022, an estimated $585.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1044 holding.
  • American Portfolios Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2021 and has held it in 7 quarters since.
  • American Portfolios Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $231K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.