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Belpointe Asset Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Belpointe Asset Management’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
-1,235
Closed -$64.1K – 1152
2023
Q1 		$64.1K Buy
1,235
+11
+0.9% +$597 ﹤0.01% 1568
2022
Q4 		$63.1K Buy
+1,224
New +$63.4K ﹤0.01% 1478

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
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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $518M AUM 17.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Belpointe Asset Management's CSB Position: Q2 2023 in Review

Belpointe Asset Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2023, closing a stake of 1,235 shares — an estimated $64.1K sold.

Belpointe Asset Management first reported a position in CSB in Q4 2022 and held it in 2 quarters. The position peaked at $64.1K in Q1 2023. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2023.

  • Belpointe Asset Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,235 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2023, an estimated $64.1K.
  • Belpointe Asset Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $64.1K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.