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

Bison Wealth’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
2021 Q4	–	Sell	-200	Closed	-$11K	–	368
2021 Q3	$11K	Hold	200	–	–	0.01%	413
2021 Q2	$12K	Hold	200	–	–	0.01%	395
2021 Q1	$12K	Hold	200	–	–	0.01%	404
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	365
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	327
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	324
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	300
2019 Q4	$9K	Buy	+200	New	+$9.15K	﹤0.01%	354

Other funds holding CSB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Bison Wealth's CSB Position: Q4 2021 in Review

Bison Wealth sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2021, closing a stake of 200 shares — an estimated $11K sold.

Bison Wealth first reported a position in CSB in Q4 2019 and held it in 8 quarters. The position peaked at $12K in Q2 2021. 51 funds tracked by Wall St. Rank hold CSB as of Q4 2021.

Bison Wealth reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 200 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2021, an estimated $11K.
Bison Wealth first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2019 and held it in 8 quarters.
Bison Wealth's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $12K in Q2 2021.
51 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.