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

Aurora Private Wealth’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
2022
Q2 		– Sell
-3,533
Closed -$206K – 182
2022
Q1 		$206K Buy
3,533
+16
+0.5% +$952 0.08% 181
2021
Q4 		$216K Buy
+3,517
New +$212K 0.09% 180

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aurora Private Wealth's CSB Position: Q2 2022 in Review

Aurora Private Wealth sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2022, closing a stake of 3,533 shares — an estimated $206K sold.

Aurora Private Wealth first reported a position in CSB in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 47 funds tracked by Wall St. Rank hold CSB as of Q2 2022.

  • Aurora Private Wealth reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 3,533 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2022, an estimated $206K.
  • Aurora Private Wealth first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2021 and held it in 2 quarters.
  • Aurora Private Wealth's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $216K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2022.

Based on Aurora Private Wealth's 13F filing for Q2 2022, filed 21 Jul 2022.