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Berkeley Inc’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Berkeley Inc’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
Q4 		– Sell
-5,580
Closed -$273K – 73
2023
Q3 		$273K Sell
5,580
-5,632
-50% -$291K 0.19% 67
2023
Q2 		$576K Buy
11,212
+1,311
+13% +$66.2K 0.39% 51
2023
Q1 		$514K Buy
+9,901
New +$537K 0.37% 50

Other funds holding CSB

ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Berkeley Inc's CSB Position: Q4 2023 in Review

Berkeley Inc sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2023, closing a stake of 5,580 shares — an estimated $273K sold.

Berkeley Inc first reported a position in CSB in Q1 2023 and held it in 3 quarters. The position peaked at $576K in Q2 2023. 56 funds tracked by Wall St. Rank hold CSB as of Q4 2023.

  • Berkeley Inc reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
  • Berkeley Inc sold 5,580 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2023, an estimated $273K.
  • Berkeley Inc first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2023 and held it in 3 quarters.
  • Berkeley Inc's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $576K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2023.

Based on Berkeley Inc's 13F filing for Q4 2023, filed 4 Mar 2025.