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Private Capital Management (Colorado)’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$22.6K Buy
+381
New +$23.1K ﹤0.01% 186

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Private Capital Management (Colorado)'s CSB Position: Q4 2024 in Review

Private Capital Management (Colorado) opened a new position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2024: 381 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #186 among its holdings.

60 funds tracked by Wall St. Rank hold CSB as of Q4 2024.

  • Private Capital Management (Colorado) held 381 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $22.6K as of Q4 2024.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF was a new Private Capital Management (Colorado) position in Q4 2024.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #186 holding.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.