EverSource Wealth Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

EverSource Wealth Advisors’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	-589	Closed	-$28.8K	–	2660
2023 Q3	$28.8K	Buy	589 +5	+0.9%	+$259	﹤0.01%	996
2023 Q2	$30K	Buy	584 +5	+0.9%	+$253	﹤0.01%	1008
2023 Q1	$30K	Buy	579 +3	+0.5%	+$163	﹤0.01%	955
2022 Q4	$29.7K	Buy	576 +8	+1%	+$414	﹤0.01%	950
2022 Q3	$26K	Buy	568 +6	+1%	+$319	0.01%	810
2022 Q2	$29K	Buy	+562	New	+$31.1K	0.01%	734

Other funds holding CSB

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

EverSource Wealth Advisors's CSB Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2023, closing a stake of 589 shares — an estimated $28.8K sold.

EverSource Wealth Advisors first reported a position in CSB in Q2 2022 and held it in 6 quarters. The position peaked at $30K in Q1 2023. 56 funds tracked by Wall St. Rank hold CSB as of Q4 2023.

EverSource Wealth Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 589 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2023, an estimated $28.8K.
EverSource Wealth Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2022 and held it in 6 quarters.
EverSource Wealth Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $30K in Q1 2023.
56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.