Capital Asset Advisory Services’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-449	Closed	-$22K	–	833
2020 Q4	$22K	Buy	+449	New	+$19.9K	﹤0.01%	836

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

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

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 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

IRC

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

RJFSA

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

Capital Asset Advisory Services's CSB Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2021, closing a stake of 449 shares — an estimated $22K sold.

Capital Asset Advisory Services first reported a position in CSB in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 43 funds tracked by Wall St. Rank hold CSB as of Q1 2021.

Capital Asset Advisory Services reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 449 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2021, an estimated $22K.
Capital Asset Advisory Services first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $22K in Q4 2020.
43 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.