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

Atria Wealth Solutions’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
2023
Q2 		– Sell
-5,271
Closed -$274K – 1892
2023
Q1 		$274K Buy
+5,271
New +$286K ﹤0.01% 1472

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's CSB Position: Q2 2023 in Review

Atria Wealth Solutions sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2023, closing a stake of 5,271 shares — an estimated $274K sold.

Atria Wealth Solutions first reported a position in CSB in Q1 2023 and held it in 1 quarter. The position peaked at $274K in Q1 2023. 58 funds tracked by Wall St. Rank hold CSB as of Q2 2023.

  • Atria Wealth Solutions reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,271 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2023, an estimated $274K.
  • Atria Wealth Solutions first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $274K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.