GRP
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Global Retirement Partners’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Global Retirement Partners’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
2022
Q4 		– Sell
-43
Closed -$2K – 3037
2022
Q3 		$2K Hold
43
– – ﹤0.01% 2211
2022
Q2 		$2K Hold
43
– – ﹤0.01% 2173
2022
Q1 		$2K Buy
+43
New +$2.56K ﹤0.01% 2155

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ES
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AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Global Retirement Partners's CSB Position: Q4 2022 in Review

Global Retirement Partners sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2022, closing a stake of 43 shares — an estimated $2K sold.

Global Retirement Partners first reported a position in CSB in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 56 funds tracked by Wall St. Rank hold CSB as of Q4 2022.

  • Global Retirement Partners reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 43 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2022, an estimated $2K.
  • Global Retirement Partners first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2022 and held it in 3 quarters.
  • Global Retirement Partners's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $2K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.