Lumature Wealth Partners’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$884K	Sell	16,991 -23,166	-58%	-$1.19M	0.52%	44
2023 Q1	$2.08M	Buy	40,157 +3,712	+10%	+$201K	1.17%	16
2022 Q4	$1.99M	Buy	36,445 +510	+1%	+$28.7K	1.11%	16
2022 Q3	$1.95M	Buy	35,935 +10,774	+43%	+$600K	1.05%	17
2022 Q2	$1.39M	Buy	+25,161	New	+$1.42M	0.62%	35

Other funds holding CSF

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lumature Wealth Partners's CSF Position: Q2 2023 in Review

Lumature Wealth Partners reduced its VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) stake by 58% in Q2 2023, selling an estimated $1.19M and leaving 16,991 shares worth $884K. The position accounts for 0.52% of the portfolio, ranked #44.

Lumature Wealth Partners first reported a position in CSF in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.08M in Q1 2023. 30 funds tracked by Wall St. Rank hold CSF as of Q2 2023.

Lumature Wealth Partners held 16,991 shares of VictoryShares US Discovery Enhanced Volatility Wtd ETF worth $884K as of Q2 2023.
Lumature Wealth Partners sold 23,166 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q2 2023, an estimated $1.19M.
VictoryShares US Discovery Enhanced Volatility Wtd ETF made up 0.52% of Lumature Wealth Partners's portfolio in Q2 2023, its #44 holding.
Lumature Wealth Partners first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q2 2022 and has held it in 5 quarters since.
Lumature Wealth Partners's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $2.08M in Q1 2023.
30 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.