Golden State Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Golden State Wealth Management’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
2020 Q4	–	Sell	-1,118	Closed	-$42K	–	264
2020 Q3	$42K	Buy	+1,118	New	+$42.6K	0.01%	343
2020 Q2	–	Sell	-1,089	Closed	-$34K	–	324
2020 Q1	$34K	Buy	+1,089	New	+$44.5K	0.02%	418
2019 Q4	–	Sell	-1,069	Closed	-$47K	–	225
2019 Q3	$47K	Buy	1,069 +9	+0.8%	+$392	0.02%	442
2019 Q2	$46K	Buy	1,060 +8	+0.8%	+$352	0.01%	474
2019 Q1	$46K	Buy	+1,052	New	+$45.9K	0.02%	461

Other funds holding CSB

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Golden State Wealth Management's CSB Position: Q4 2020 in Review

Golden State Wealth Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2020, closing a stake of 1,118 shares — an estimated $42K sold.

Golden State Wealth Management first reported a position in CSB in Q1 2019 and held it in 5 quarters. The position peaked at $47K in Q3 2019. 36 funds tracked by Wall St. Rank hold CSB as of Q4 2020.

Golden State Wealth Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,118 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2020, an estimated $42K.
Golden State Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $47K in Q3 2019.
36 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.