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Cetera Advisor Networks’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Cetera Advisor Networks’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
-7,980
Closed -$391K – 2801
2023
Q3 		$391K Sell
7,980
-48
-0.6% -$2.48K ﹤0.01% 1951
2023
Q2 		$412K Sell
8,028
-1,000
-11% -$50.5K ﹤0.01% 1860
2023
Q1 		$469K Buy
9,028
+1,688
+23% +$91.6K ﹤0.01% 1734
2022
Q4 		$379K Buy
+7,340
New +$380K ﹤0.01% 1829
2021
Q4 		– Sell
-11,941
Closed -$686K – 2051
2021
Q3 		$686K Sell
11,941
-1,684
-12% -$99K 0.01% 1022
2021
Q2 		$819K Buy
13,625
+2,860
+27% +$174K 0.01% 914
2021
Q1 		$635K Buy
10,765
+3,303
+44% +$185K 0.01% 765
2020
Q4 		$373K Buy
7,462
+941
+14% +$41.8K 0.01% 938
2020
Q3 		$246K Buy
+6,521
New +$248K 0.01% 1051
2020
Q1 		– Sell
-92,080
Closed -$4.33M – 1140
2019
Q4 		$4.33M Buy
92,080
+22,985
+33% +$1.05M 0.12% 171
2019
Q3 		$3.07M Buy
69,095
+34,822
+102% +$1.52M 0.09% 198
2019
Q2 		$1.52M Buy
34,273
+17,495
+104% +$770K 0.05% 325
2019
Q1 		$737K Buy
16,778
+2,907
+21% +$127K 0.02% 537
2018
Q4 		$557K Buy
+13,871
New +$606K 0.02% 548

Other funds holding CSB

ES
Eagle Strategies New York $1.01B AUM 26.85% 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 $79.5B AUM 27.1% 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

Cetera Advisor Networks's CSB Position: Q4 2023 in Review

Cetera Advisor Networks sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2023, closing a stake of 7,980 shares — an estimated $391K sold.

Cetera Advisor Networks first reported a position in CSB in Q4 2018 and held it in 14 quarters. The position peaked at $4.33M in Q4 2019. 56 funds tracked by Wall St. Rank hold CSB as of Q4 2023.

  • Cetera Advisor Networks reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 7,980 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2023, an estimated $391K.
  • Cetera Advisor Networks first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2018 and held it in 14 quarters.
  • Cetera Advisor Networks's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $4.33M in Q4 2019.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.