Raymond James Financial Services Advisors’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$868K	Buy	11,800 +3,822	+48%	+$271K	﹤0.01%	2251
2024 Q2	$538K	Buy	7,978 +3,391	+74%	+$228K	﹤0.01%	2483
2024 Q1	$317K	Buy	4,587 +1,436	+46%	+$94.3K	﹤0.01%	2807
2023 Q4	$211K	Buy	+3,151	New	+$189K	﹤0.01%	2955
2022 Q2	–	Sell	-3,151	Closed	-$203K	–	3449
2022 Q1	$203K	Sell	3,151 -86	-3%	-$5.61K	﹤0.01%	2962
2021 Q4	$223K	Buy	+3,237	New	+$219K	﹤0.01%	2906

Other funds holding CSA

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors's CSA Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its VictoryShares US Small Cap Volatility Wtd ETF (CSA) stake by 48% in Q3 2024, buying an estimated $271K and bringing the position to 11,800 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Raymond James Financial Services Advisors first reported a position in CSA in Q4 2021 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold CSA as of Q3 2024.

Raymond James Financial Services Advisors held 11,800 shares of VictoryShares US Small Cap Volatility Wtd ETF worth $868K as of Q3 2024.
Raymond James Financial Services Advisors bought 3,822 VictoryShares US Small Cap Volatility Wtd ETF shares in Q3 2024, an estimated $271K.
VictoryShares US Small Cap Volatility Wtd ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2251 holding.
Raymond James Financial Services Advisors first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2021 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.