Money Concepts Capital’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-1,197	Closed	-$65.5K	–	3020
2022 Q4	$65.5K	Buy	1,197 +1,145	+2,202%	+$64.4K	﹤0.01%	1148
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	1349
2022 Q2	$3K	Sell	52 -1,145	-96%	-$64.5K	﹤0.01%	1291
2022 Q1	$72K	Buy	1,197 +1,145	+2,202%	+$69.4K	﹤0.01%	1101
2021 Q4	$3K	Buy	+52	New	+$3.28K	﹤0.01%	728
2021 Q1	$853K	Sell	14,435 -839	-5%	-$47.4K	0.07%	234
2020 Q4	$768K	Buy	+15,274	New	+$692K	0.07%	223

Other funds holding CSF

RJFSA

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LWP

Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return

Money Concepts Capital's CSF Position: Q1 2023 in Review

Money Concepts Capital sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q1 2023, closing a stake of 1,197 shares — an estimated $65.5K sold.

Money Concepts Capital first reported a position in CSF in Q4 2020 and held it in 7 quarters. The position peaked at $853K in Q1 2021. 30 funds tracked by Wall St. Rank hold CSF as of Q1 2023.

Money Concepts Capital reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,197 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $65.5K.
Money Concepts Capital first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $853K in Q1 2021.
30 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.