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

Foundations Investment 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
2024 Q1	–	Sell	-3,737	Closed	-$201K	–	711
2023 Q4	$201K	Sell	3,737 -730	-16%	-$37K	0.01%	642
2023 Q3	$219K	Sell	4,467 -37,911	-89%	-$1.96M	0.01%	590
2023 Q2	$2.18M	Buy	42,378 +1,593	+4%	+$80.4K	0.07%	182
2023 Q1	$2.12M	Buy	+40,785	New	+$2.21M	0.08%	155

Other funds holding CSB

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Foundations Investment Advisors's CSB Position: Q1 2024 in Review

Foundations Investment Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2024, closing a stake of 3,737 shares — an estimated $201K sold.

Foundations Investment Advisors first reported a position in CSB in Q1 2023 and held it in 4 quarters. The position peaked at $2.18M in Q2 2023. 54 funds tracked by Wall St. Rank hold CSB as of Q1 2024.

Foundations Investment Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Foundations Investment Advisors sold 3,737 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2024, an estimated $201K.
Foundations Investment Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2023 and held it in 4 quarters.
Foundations Investment Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $2.18M in Q2 2023.
54 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.