PCS
CSA

Private Client Services’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Private Client Services’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
2025
Q1 		– Sell
-3,594
Closed -$266K – 213
2024
Q4 		$266K Buy
3,594
+291
+9% +$22.1K 0.14% 139
2024
Q3 		$243K Buy
3,303
+217
+7% +$15.4K 0.13% 147
2024
Q2 		$208K Buy
+3,086
New +$207K 0.13% 132

Other funds holding CSA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Client Services's CSA Position: Q1 2025 in Review

Private Client Services sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q1 2025, closing a stake of 3,594 shares — an estimated $266K sold.

Private Client Services first reported a position in CSA in Q2 2024 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 18 funds tracked by Wall St. Rank hold CSA as of Q1 2025.

  • Private Client Services reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Private Client Services sold 3,594 VictoryShares US Small Cap Volatility Wtd ETF shares in Q1 2025, an estimated $266K.
  • Private Client Services first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q2 2024 and held it in 3 quarters.
  • Private Client Services's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $266K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q1 2025.

Based on Private Client Services's 13F filing for Q1 2025, filed 8 Apr 2025.