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

Arkadios Wealth 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
2021 Q4	–	Sell	-111	Closed	-$6K	–	813
2021 Q3	$6K	Hold	111	–	–	﹤0.01%	1550
2021 Q2	$6K	Hold	111	–	–	﹤0.01%	1659
2021 Q1	$6K	Hold	111	–	–	﹤0.01%	1312
2020 Q4	$5K	Hold	111	–	–	﹤0.01%	1110
2020 Q3	$4.51K	Sell	111 -333	-75%	-$12.7K	﹤0.01%	863
2020 Q2	$16K	Hold	444	–	–	0.01%	591
2020 Q1	$13.9K	Buy	+444	New	+$18.2K	0.01%	559

Other funds holding CSB

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2021, closing a stake of 111 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in CSB in Q1 2020 and held it in 7 quarters. The position peaked at $16K in Q2 2020. 51 funds tracked by Wall St. Rank hold CSB as of Q4 2021.

Arkadios Wealth Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 111 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2020 and held it in 7 quarters.
Arkadios Wealth Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $16K in Q2 2020.
51 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2021.

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