EWM
CSA

EPG Wealth Management’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-1,788
Closed -$59K – 804
2020
Q1 		$59K Sell
1,788
-681
-28% -$29.4K 0.04% 252
2019
Q4 		$122K Buy
+2,469
New +$118K 0.09% 141

Other funds holding CSA

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's CSA Position: Q2 2020 in Review

EPG Wealth Management sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q2 2020, closing a stake of 1,788 shares — an estimated $59K sold.

EPG Wealth Management first reported a position in CSA in Q4 2019 and held it in 2 quarters. The position peaked at $122K in Q4 2019. 18 funds tracked by Wall St. Rank hold CSA as of Q2 2020.

  • EPG Wealth Management reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,788 VictoryShares US Small Cap Volatility Wtd ETF shares in Q2 2020, an estimated $59K.
  • EPG Wealth Management first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $122K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.