IA
CSF

IFP Advisors’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

IFP Advisors’s Portfolio CSF Stock Details CSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-185
Closed -$9.1K – 3258
2023
Q4 		$9.1K Buy
+185
New +$8.88K ﹤0.01% 2220
2023
Q2 		– Sell
-49,344
Closed -$2.33M – 3595
2023
Q1 		$2.33M Sell
49,344
-1,670
-3% -$90.5K 0.1% 202
2022
Q4 		$2.42M Buy
51,014
+1,881
+4% +$106K 0.06% 329
2022
Q3 		$2.33M Buy
49,133
+48,847
+17,079% +$2.72M 0.06% 341
2022
Q2 		$13K Hold
286
– – ﹤0.01% 3226
2022
Q1 		$13K Buy
+286
New +$17.3K ﹤0.01% 3226
2019
Q1 		$1K Sell
25
-1,100
-98% -$44.3K ﹤0.01% 2279
2018
Q4 		$44K Sell
1,125
-1,545
-58% -$67.4K ﹤0.01% 1685
2018
Q3 		$129K Buy
2,670
+1,385
+108% +$68K 0.01% 1329
2018
Q2 		$61K Hold
1,285
– – ﹤0.01% 1799
2018
Q1 		$58K Hold
1,285
– – ﹤0.01% 1735
2017
Q4 		$58K Buy
1,285
+635
+98% +$28.1K ﹤0.01% 1752
2017
Q3 		$28K Hold
650
– – ﹤0.01% 2394
2017
Q2 		$27K Hold
650
– – ﹤0.01% 2407
2017
Q1 		$26K Hold
650
– – ﹤0.01% 2341
2016
Q4 		$26K Sell
650
-550
-46% -$20.8K ﹤0.01% 2293
2016
Q3 		$43K Sell
1,200
-140
-10% -$4.93K ﹤0.01% 1915
2016
Q2 		$45K Buy
1,340
+1,315
+5,260% +$43.6K ﹤0.01% 1837
2016
Q1 		$1K Sell
25
-1,115
-98% -$35.8K ﹤0.01% 2263
2015
Q4 		$42K Buy
+1,140
New +$40.6K ﹤0.01% 1721

Other funds holding CSF

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors's CSF Position: Q1 2024 in Review

IFP Advisors sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q1 2024, closing a stake of 185 shares — an estimated $9.1K sold.

IFP Advisors first reported a position in CSF in Q4 2015 and held it in 20 quarters. The position peaked at $2.42M in Q4 2022. 27 funds tracked by Wall St. Rank hold CSF as of Q1 2024.

  • IFP Advisors reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 185 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $9.1K.
  • IFP Advisors first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $2.42M in Q4 2022.
  • 27 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.