PFGIA
CSA

Patriot Financial Group Insurance Agency’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-608
Closed -$34K – 2025
2022
Q2 		$34K Sell
608
-49
-7% -$2.92K 0.01% 859
2022
Q1 		$42K Buy
657
+1
+0.2% +$65 0.01% 835
2021
Q4 		$45K Buy
656
+1
+0.2% +$68 0.01% 920
2021
Q3 		$42K Buy
655
+1
+0.2% +$64 0.01% 923
2021
Q2 		$43K Hold
654
– – 0.01% 895
2021
Q1 		$41K Buy
654
+101
+18% +$6.11K 0.01% 834
2020
Q4 		$30K Hold
553
– – 0.01% 854
2020
Q3 		$23K Buy
553
+1
+0.2% +$42 0.01% 758
2020
Q2 		$22K Buy
552
+1
+0.2% +$37 0.01% 723
2020
Q1 		$18K Hold
551
– – 0.01% 696
2019
Q4 		$27K Buy
551
+1
+0.2% +$48 0.01% 620
2019
Q3 		$25K Sell
550
-100
-15% -$4.53K 0.01% 595
2019
Q2 		$30K Hold
650
– – 0.01% 540
2019
Q1 		$29K Sell
650
-200
-24% -$8.95K 0.01% 483
2018
Q4 		$34K Hold
850
– – 0.02% 383
2018
Q3 		$42K Buy
850
+127
+18% +$6.38K 0.03% 339
2018
Q2 		$35K Hold
723
– – 0.04% 224
2018
Q1 		$32K Buy
723
+156
+28% +$7.2K 0.02% 387
2017
Q4 		$26K Hold
567
– – 0.02% 408
2017
Q3 		$26K Hold
567
– – 0.02% 359
2017
Q2 		$24K Buy
+567
New +$23.7K 0.03% 353

Other funds holding CSA

TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CSA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q3 2022, closing a stake of 608 shares — an estimated $34K sold.

Patriot Financial Group Insurance Agency first reported a position in CSA in Q2 2017 and held it in 21 quarters. The position peaked at $45K in Q4 2021. 18 funds tracked by Wall St. Rank hold CSA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 608 VictoryShares US Small Cap Volatility Wtd ETF shares in Q3 2022, an estimated $34K.
  • Patriot Financial Group Insurance Agency first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q2 2017 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $45K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.