MPWM Advisory Solutions’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-625
Closed -$43.4K 774
2025
Q1
$43.4K Hold
625
0.03% 160
2024
Q4
$46.2K Buy
+625
New +$47.4K 0.03% 160

Other funds holding CSA

MPWM Advisory Solutions's CSA Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q2 2025, closing a stake of 625 shares — an estimated $43.4K sold.

MPWM Advisory Solutions first reported a position in CSA in Q4 2024 and held it in 2 quarters. The position peaked at $46.2K in Q4 2024. 1 fund tracked by Wall St. Rank holds CSA as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 625 VictoryShares US Small Cap Volatility Wtd ETF shares in Q2 2025, an estimated $43.4K.
  • MPWM Advisory Solutions first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $46.2K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.