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

Cardan Capital Partners’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 Q3	$1.79M	Sell	31,115 -2,050	-6%	-$121K	0.2%	106
2021 Q2	$1.99M	Buy	33,165 +5,584	+20%	+$340K	0.22%	110
2021 Q1	$1.63M	Sell	27,581 -98,451	-78%	-$5.5M	0.2%	108
2020 Q4	$6.3M	Buy	126,032 +3,472	+3%	+$154K	0.78%	37
2020 Q3	$4.62M	Sell	122,560 -10,916	-8%	-$416K	0.61%	45
2020 Q2	$4.9M	Buy	133,476 +39,297	+42%	+$1.35M	0.7%	49
2020 Q1	$2.95M	Buy	+94,179	New	+$3.85M	0.49%	59

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

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

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

IRC

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

OPWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cardan Capital Partners's CSB Position: Q3 2021 in Review

Cardan Capital Partners reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 6.2% in Q3 2021, selling an estimated $121K and leaving 31,115 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #106.

Cardan Capital Partners first reported a position in CSB in Q1 2020 and has held it in 7 quarters since. The position peaked at $6.3M in Q4 2020. 47 funds tracked by Wall St. Rank hold CSB as of Q3 2021.

Cardan Capital Partners held 31,115 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $1.79M as of Q3 2021.
Cardan Capital Partners sold 2,050 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2021, an estimated $121K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.2% of Cardan Capital Partners's portfolio in Q3 2021, its #106 holding.
Cardan Capital Partners first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2020 and has held it in 7 quarters since.
Cardan Capital Partners's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $6.3M in Q4 2020.
47 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.