Atria Investments’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Atria Investments’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
2021 Q4	–	Sell	-25,620	Closed	-$1.55M	–	883
2021 Q3	$1.55M	Buy	25,620 +382	+2%	+$23K	0.03%	626
2021 Q2	$1.53M	Sell	25,238 -645	-2%	-$39.1K	0.03%	607
2021 Q1	$1.53M	Buy	+25,883	New	+$1.46M	0.03%	549

Other funds holding CSF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Atria Investments's CSF Position: Q4 2021 in Review

Atria Investments sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q4 2021, closing a stake of 25,620 shares — an estimated $1.55M sold.

Atria Investments first reported a position in CSF in Q1 2021 and held it in 3 quarters. The position peaked at $1.55M in Q3 2021. 26 funds tracked by Wall St. Rank hold CSF as of Q4 2021.

Atria Investments reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q4 2021 after selling out during the quarter.
Atria Investments sold 25,620 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q4 2021, an estimated $1.55M.
Atria Investments first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q1 2021 and held it in 3 quarters.
Atria Investments's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $1.55M in Q3 2021.
26 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q4 2021.

Based on Atria Investments's 13F filing for Q4 2021, filed 4 Feb 2022.