CAL
CSB icon

Capital Analysts LLC’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Capital Analysts LLC’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
-265
Closed -$13K – 1107
2023
Q3 		$13K Buy
+265
New +$13.7K ﹤0.01% 835

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

Capital Analysts LLC's CSB Position: Q4 2023 in Review

Capital Analysts LLC sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2023, closing a stake of 265 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in CSB in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 56 funds tracked by Wall St. Rank hold CSB as of Q4 2023.

  • Capital Analysts LLC reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 265 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2023, an estimated $13K.
  • Capital Analysts LLC first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2023 and held it in 1 quarter.
  • Capital Analysts LLC's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $13K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.