BWM
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BerganKDV Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

BerganKDV Wealth 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 		$23.9K Hold
465
– – ﹤0.01% 473
2023
Q1 		$24.1K Sell
465
-132
-22% -$7.16K ﹤0.01% 500
2022
Q4 		$30.8K Hold
597
– – ﹤0.01% 440
2022
Q3 		$28K Buy
+597
New +$31.7K ﹤0.01% 439

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

BerganKDV Wealth Management's CSB Position: Q2 2023 in Review

BerganKDV Wealth Management held its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) position steady in Q2 2023 at 465 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

BerganKDV Wealth Management first reported a position in CSB in Q3 2022 and has held it in 4 quarters since. The position peaked at $30.8K in Q4 2022. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2023.

  • BerganKDV Wealth Management held 465 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $23.9K as of Q2 2023.
  • BerganKDV Wealth Management left its VictoryShares US Small Cap High Div Volatility Wtd ETF share count unchanged in Q2 2023.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #473 holding.
  • BerganKDV Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2022 and has held it in 4 quarters since.
  • BerganKDV Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $30.8K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.