Calton & Associates’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Calton & Associates’s Portfolio CSF Stock Details CSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,443	Closed	-$216K	–	389
2019 Q4	$216K	Buy	+5,443	New	+$207K	0.04%	325
2019 Q3	–	Sell	-6,692	Closed	-$253K	–	358
2019 Q2	$253K	Sell	6,692 -267	-4%	-$10.4K	0.07%	214
2019 Q1	$275K	Buy	+6,959	New	+$280K	0.08%	202

Other funds holding CSF

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Calton & Associates's CSF Position: Q1 2020 in Review

Calton & Associates sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q1 2020, closing a stake of 5,443 shares — an estimated $216K sold.

Calton & Associates first reported a position in CSF in Q1 2019 and held it in 3 quarters. The position peaked at $275K in Q1 2019. 23 funds tracked by Wall St. Rank hold CSF as of Q1 2020.

Calton & Associates reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Calton & Associates sold 5,443 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q1 2020, an estimated $216K.
Calton & Associates first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q1 2019 and held it in 3 quarters.
Calton & Associates's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $275K in Q1 2019.
23 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q1 2020.

Based on Calton & Associates's 13F filing for Q1 2020, filed 30 Apr 2020.