AWS
CSA

Atria Wealth Solutions’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-3,248
Closed -$209K – 1919
2022
Q1 		$209K Buy
+3,248
New +$212K ﹤0.01% 1575

Other funds holding CSA

TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Atria Wealth Solutions's CSA Position: Q2 2022 in Review

Atria Wealth Solutions sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q2 2022, closing a stake of 3,248 shares — an estimated $209K sold.

Atria Wealth Solutions first reported a position in CSA in Q1 2022 and held it in 1 quarter. The position peaked at $209K in Q1 2022. 21 funds tracked by Wall St. Rank hold CSA as of Q2 2022.

  • Atria Wealth Solutions reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,248 VictoryShares US Small Cap Volatility Wtd ETF shares in Q2 2022, an estimated $209K.
  • Atria Wealth Solutions first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $209K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.