Integrated Investment Consultants’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Integrated Investment Consultants’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
2021 Q3	–	Sell	-14,136	Closed	-$849K	–	289
2021 Q2	$849K	Buy	14,136 +9,907	+234%	+$603K	0.25%	67
2021 Q1	$250K	Buy	+4,229	New	+$236K	0.09%	211

Other funds holding CSB

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CFA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IRC

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

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

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

Integrated Investment Consultants's CSB Position: Q3 2021 in Review

Integrated Investment Consultants sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2021, closing a stake of 14,136 shares — an estimated $849K sold.

Integrated Investment Consultants first reported a position in CSB in Q1 2021 and held it in 2 quarters. The position peaked at $849K in Q2 2021. 47 funds tracked by Wall St. Rank hold CSB as of Q3 2021.

Integrated Investment Consultants reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2021 after selling out during the quarter.
Integrated Investment Consultants sold 14,136 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2021, an estimated $849K.
Integrated Investment Consultants first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2021 and held it in 2 quarters.
Integrated Investment Consultants's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $849K in Q2 2021.
47 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2021.

Based on Integrated Investment Consultants's 13F filing for Q3 2021, filed 28 Oct 2021.