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Avantax Advisory Services’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Avantax Advisory Services’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
2024
Q2 		– Sell
-5,237
Closed -$293K – 2084
2024
Q1 		$293K Sell
5,237
-961
-16% -$51.8K ﹤0.01% 1309
2023
Q4 		$347K Buy
6,198
+1,300
+27% +$65.9K ﹤0.01% 1157
2023
Q3 		$240K Buy
+4,898
New +$253K ﹤0.01% 1319

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ES
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Envestnet Asset Management
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Stifel Financial
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DAS
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Cetera Investment Advisers
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avantax Advisory Services's CSB Position: Q2 2024 in Review

Avantax Advisory Services sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2024, closing a stake of 5,237 shares — an estimated $293K sold.

Avantax Advisory Services first reported a position in CSB in Q3 2023 and held it in 3 quarters. The position peaked at $347K in Q4 2023. 61 funds tracked by Wall St. Rank hold CSB as of Q2 2024.

  • Avantax Advisory Services reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 5,237 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2024, an estimated $293K.
  • Avantax Advisory Services first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2023 and held it in 3 quarters.
  • Avantax Advisory Services's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $347K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.