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

BOK Financial Private 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
2024
Q3 		– Sell
-710
Closed -$37.9K – 538
2024
Q2 		$37.9K Hold
710
– – ﹤0.01% 290
2024
Q1 		$39.8K Buy
+710
New +$38.3K ﹤0.01% 276

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

BOK Financial Private Wealth's CSB Position: Q3 2024 in Review

BOK Financial Private Wealth sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2024, closing a stake of 710 shares — an estimated $37.9K sold.

BOK Financial Private Wealth first reported a position in CSB in Q1 2024 and held it in 2 quarters. The position peaked at $39.8K in Q1 2024. 56 funds tracked by Wall St. Rank hold CSB as of Q3 2024.

  • BOK Financial Private Wealth reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 710 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2024, an estimated $37.9K.
  • BOK Financial Private Wealth first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2024 and held it in 2 quarters.
  • BOK Financial Private Wealth's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $39.8K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2024.

Based on BOK Financial Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.