CI
CSA

CX Institutional’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

CX Institutional’s Portfolio CSA Stock Details CSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-88
Closed -$5K – 1159
2022
Q2 		$5K Buy
+88
New +$5.24K ﹤0.01% 1043

Other funds holding CSA

TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CX Institutional's CSA Position: Q3 2022 in Review

CX Institutional sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q3 2022, closing a stake of 88 shares — an estimated $5K sold.

CX Institutional first reported a position in CSA in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 18 funds tracked by Wall St. Rank hold CSA as of Q3 2022.

  • CX Institutional reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 88 VictoryShares US Small Cap Volatility Wtd ETF shares in Q3 2022, an estimated $5K.
  • CX Institutional first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q2 2022 and held it in 1 quarter.
  • CX Institutional's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $5K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.