AWM
CSA

Aspire Wealth Management’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Aspire Wealth Management’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
2024
Q3 		$12.2K Sell
166
-100
-38% -$7.09K 0.01% 168
2024
Q2 		$17.9K Hold
266
– – 0.01% 150
2024
Q1 		$18.4K Hold
266
– – 0.01% 153
2023
Q4 		$17.8K Hold
266
– – 0.01% 145
2023
Q3 		$15.6K Hold
266
– – 0.01% 146
2023
Q2 		$16.1K Hold
266
– – 0.01% 152
2023
Q1 		$15.8K Hold
266
– – 0.01% 149
2022
Q4 		$15.4K Buy
+266
New +$15.6K 0.01% 147

Other funds holding CSA

TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

Aspire Wealth Management's CSA Position: Q3 2024 in Review

Aspire Wealth Management reduced its VictoryShares US Small Cap Volatility Wtd ETF (CSA) stake by 38% in Q3 2024, selling an estimated $7.09K and leaving 166 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #168.

Aspire Wealth Management first reported a position in CSA in Q4 2022 and has held it in 8 quarters since. The position peaked at $18.4K in Q1 2024. 20 funds tracked by Wall St. Rank hold CSA as of Q3 2024.

  • Aspire Wealth Management held 166 shares of VictoryShares US Small Cap Volatility Wtd ETF worth $12.2K as of Q3 2024.
  • Aspire Wealth Management sold 100 VictoryShares US Small Cap Volatility Wtd ETF shares in Q3 2024, an estimated $7.09K.
  • VictoryShares US Small Cap Volatility Wtd ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #168 holding.
  • Aspire Wealth Management first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2022 and has held it in 8 quarters since.
  • Aspire Wealth Management's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $18.4K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.