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

IFP 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
Q4 		– Sell
-977
Closed -$57.4K – 4606
2024
Q3 		$57.4K Sell
977
-141
-13% -$8.03K ﹤0.01% 1669
2024
Q2 		$59.7K Buy
+1,118
New +$60.5K ﹤0.01% 1594
2023
Q4 		– Sell
-20,912
Closed -$1.02M – 3103
2023
Q3 		$1.02M Sell
20,912
-1,908
-8% -$98.7K 0.05% 384
2023
Q2 		$1.17M Sell
22,820
-25,633
-53% -$1.29M 0.05% 389
2023
Q1 		$2.18M Buy
48,453
+18,941
+64% +$1.03M 0.09% 212
2022
Q4 		$1.38M Sell
29,512
-37,922
-56% -$1.96M 0.04% 489
2022
Q3 		$3.1M Buy
67,434
+61,362
+1,011% +$3.26M 0.08% 269
2022
Q2 		$277K Hold
6,072
– – 0.01% 1119
2022
Q1 		$277K Buy
6,072
+940
+18% +$55.9K 0.01% 1119
2021
Q4 		$318K Sell
5,132
-2,615
-34% -$158K 0.01% 756
2021
Q3 		$445K Sell
7,747
-81
-1% -$4.76K 0.01% 621
2021
Q2 		$471K Sell
7,828
-19
-0.2% -$1.16K 0.01% 563
2021
Q1 		$465K Hold
7,847
– – 0.01% 543
2020
Q4 		$391K Sell
7,847
-1,762
-18% -$78.2K 0.02% 578
2020
Q3 		$361K Sell
9,609
-3,544
-27% -$135K 0.02% 520
2020
Q2 		$476K Sell
13,153
-2,500
-16% -$85.7K 0.04% 428
2020
Q1 		$495K Sell
15,653
-6,771
-30% -$277K 0.05% 360
2019
Q4 		$1.05M Sell
22,424
-17,076
-43% -$781K 0.08% 268
2019
Q3 		$1.75M Buy
+39,500
New +$1.72M 0.12% 195
2019
Q1 		$1.94M Sell
44,104
-7,101
-14% -$310K 0.27% 87
2018
Q4 		$2.06M Sell
51,205
-864
-2% -$37.8K 0.13% 181
2018
Q3 		$2.46M Buy
52,069
+1,593
+3% +$75.8K 0.1% 221
2018
Q2 		$2.32M Sell
50,476
-2,127
-4% -$94.7K 0.1% 223
2018
Q1 		$2.35M Hold
52,603
– – 0.11% 213
2017
Q4 		$2.35M Buy
52,603
+35,387
+206% +$1.54M 0.11% 213
2017
Q3 		$731K Sell
17,216
-1,744
-9% -$70.4K 0.03% 545
2017
Q2 		$768K Buy
18,960
+1,063
+6% +$42.8K 0.03% 514
2017
Q1 		$726K Buy
+17,897
New +$728K 0.03% 531
2016
Q2 		– Sell
-44,104
Closed -$1.94M – 3865
2016
Q1 		$1.94M Buy
+44,104
New +$1.42M 0.27% 87

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

IFP Advisors's CSB Position: Q4 2024 in Review

IFP Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2024, closing a stake of 977 shares — an estimated $57.4K sold.

IFP Advisors first reported a position in CSB in Q1 2016 and held it in 29 quarters. The position peaked at $3.1M in Q3 2022. 60 funds tracked by Wall St. Rank hold CSB as of Q4 2024.

  • IFP Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 977 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2024, an estimated $57.4K.
  • IFP Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2016 and held it in 29 quarters.
  • IFP Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $3.1M in Q3 2022.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.