NRI
CSA

NFP Retirement Inc’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

NFP Retirement Inc’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
Q4 		– Sell
-6,573
Closed -$270K – 121
2020
Q3 		$270K Sell
6,573
-2,063
-24% -$86K 0.18% 89
2020
Q2 		$347K Sell
8,636
-1,348
-14% -$49.9K 0.25% 65
2020
Q1 		$329K Buy
9,984
+60
+0.6% +$2.59K 0.32% 55
2019
Q4 		$491K Buy
+9,924
New +$473K 0.46% 47

Other funds holding CSA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NFP Retirement Inc's CSA Position: Q4 2020 in Review

NFP Retirement Inc sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q4 2020, closing a stake of 6,573 shares — an estimated $270K sold.

NFP Retirement Inc first reported a position in CSA in Q4 2019 and held it in 4 quarters. The position peaked at $491K in Q4 2019. 17 funds tracked by Wall St. Rank hold CSA as of Q4 2020.

  • NFP Retirement Inc reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q4 2020 after selling out during the quarter.
  • NFP Retirement Inc sold 6,573 VictoryShares US Small Cap Volatility Wtd ETF shares in Q4 2020, an estimated $270K.
  • NFP Retirement Inc first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2019 and held it in 4 quarters.
  • NFP Retirement Inc's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $491K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q4 2020.

Based on NFP Retirement Inc's 13F filing for Q4 2020, filed 13 Feb 2025.