Arkadios Wealth Advisors’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Arkadios Wealth Advisors’s Portfolio CSA Stock Details CSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,797	Closed	-$115K	–	1840
2021 Q3	$115K	Sell	1,797 -246	-12%	-$15.9K	0.02%	651
2021 Q2	$132K	Buy	2,043 +3	+0.1%	+$195	0.02%	646
2021 Q1	$129K	Buy	2,040 +819	+67%	+$49.6K	0.02%	489
2020 Q4	$65K	Buy	+1,221	New	+$58.3K	0.01%	505

Other funds holding CSA

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Arkadios Wealth Advisors's CSA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q4 2021, closing a stake of 1,797 shares — an estimated $115K sold.

Arkadios Wealth Advisors first reported a position in CSA in Q4 2020 and held it in 4 quarters. The position peaked at $132K in Q2 2021. 18 funds tracked by Wall St. Rank hold CSA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,797 VictoryShares US Small Cap Volatility Wtd ETF shares in Q4 2021, an estimated $115K.
Arkadios Wealth Advisors first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $132K in Q2 2021.
18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.