PWP
CSA

Personal Wealth Partners’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-88
Closed -$6K – 419
2021
Q2 		$6K Buy
+88
New +$5.72K ﹤0.01% 308
2020
Q1 		– Sell
-88
Closed -$4K – 654
2019
Q4 		$4K Hold
88
– – ﹤0.01% 297
2019
Q3 		$4K Buy
+88
New +$3.98K ﹤0.01% 300

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Personal Wealth Partners's CSA Position: Q3 2021 in Review

Personal Wealth Partners sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q3 2021, closing a stake of 88 shares — an estimated $6K sold.

Personal Wealth Partners first reported a position in CSA in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 18 funds tracked by Wall St. Rank hold CSA as of Q3 2021.

  • Personal Wealth Partners reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 88 VictoryShares US Small Cap Volatility Wtd ETF shares in Q3 2021, an estimated $6K.
  • Personal Wealth Partners first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $6K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.