PVI
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Pine Valley Investments’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Pine Valley Investments’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,814
Closed -$213K – 505
2023
Q4 		$213K Sell
3,814
-1,986
-34% -$101K 0.02% 448
2023
Q3 		$284K Buy
+5,800
New +$300K 0.03% 371

Other funds holding CSB

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Pine Valley Investments's CSB Position: Q1 2024 in Review

Pine Valley Investments sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2024, closing a stake of 3,814 shares — an estimated $213K sold.

Pine Valley Investments first reported a position in CSB in Q3 2023 and held it in 2 quarters. The position peaked at $284K in Q3 2023. 54 funds tracked by Wall St. Rank hold CSB as of Q1 2024.

  • Pine Valley Investments reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • Pine Valley Investments sold 3,814 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2024, an estimated $213K.
  • Pine Valley Investments first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2023 and held it in 2 quarters.
  • Pine Valley Investments's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $284K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2024.

Based on Pine Valley Investments's 13F filing for Q1 2024, filed 8 May 2024.