Institutional & Family Asset Management’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Institutional & Family Asset Management’s Portfolio CSA Stock Details CSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3	Closed	–	–	924
2019 Q4	$0	Sell	3 -38	-93%	-$1.81K	﹤0.01%	902
2019 Q3	$2K	Sell	41 -398	-91%	-$18K	﹤0.01%	740
2019 Q2	$20K	Sell	439 -2,185	-83%	-$99.3K	﹤0.01%	422
2019 Q1	$118K	Buy	+2,624	New	+$117K	0.02%	222

Other funds holding CSA

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Institutional & Family Asset Management's CSA Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q1 2020, closing a stake of 3 shares.

Institutional & Family Asset Management first reported a position in CSA in Q1 2019 and held it in 4 quarters. The position peaked at $118K in Q1 2019. 18 funds tracked by Wall St. Rank hold CSA as of Q1 2020.

Institutional & Family Asset Management reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 3 VictoryShares US Small Cap Volatility Wtd ETF shares in Q1 2020.
Institutional & Family Asset Management first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q1 2019 and held it in 4 quarters.
Institutional & Family Asset Management's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $118K in Q1 2019.
18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.