BFEC
CSA

Benjamin F. Edwards & Company’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q1 		– Sell
-489
Closed -$28K – 1922
2022
Q4 		$28K Hold
489
– – ﹤0.01% 1209
2022
Q3 		$26K Buy
+489
New +$28.9K ﹤0.01% 1201

Other funds holding CSA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Benjamin F. Edwards & Company's CSA Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q1 2023, closing a stake of 489 shares — an estimated $28K sold.

Benjamin F. Edwards & Company first reported a position in CSA in Q3 2022 and held it in 2 quarters. The position peaked at $28K in Q4 2022. 16 funds tracked by Wall St. Rank hold CSA as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 489 VictoryShares US Small Cap Volatility Wtd ETF shares in Q1 2023, an estimated $28K.
  • Benjamin F. Edwards & Company first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q3 2022 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $28K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.