SignatureFD’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

SignatureFD’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
2021 Q3	–	Sell	-924	Closed	-$56K	–	3064
2021 Q2	$56K	Hold	924	–	–	﹤0.01%	1220
2021 Q1	$55K	Hold	924	–	–	﹤0.01%	1142
2020 Q4	$46K	Hold	924	–	–	﹤0.01%	1118
2020 Q3	$35K	Hold	924	–	–	﹤0.01%	1131
2020 Q2	$34K	Sell	924 -563	-38%	-$19.3K	﹤0.01%	1106
2020 Q1	$47K	Buy	1,487 +370	+33%	+$15.1K	﹤0.01%	903
2019 Q4	$53K	Buy	1,117 +11	+1%	+$503	﹤0.01%	949
2019 Q3	$49K	Buy	1,106 +231	+26%	+$10.1K	﹤0.01%	924
2019 Q2	$39K	Buy	+875	New	+$38.5K	﹤0.01%	979
2019 Q1	–	Sell	-778	Closed	-$31K	–	1982
2018 Q4	$31K	Sell	778 -333	-30%	-$14.6K	﹤0.01%	998
2018 Q3	$52K	Sell	1,111 -229	-17%	-$10.9K	0.01%	862
2018 Q2	$62K	Buy	+1,340	New	+$59.7K	0.01%	781

Other funds holding CSB

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SignatureFD's CSB Position: Q3 2021 in Review

SignatureFD sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2021, closing a stake of 924 shares — an estimated $56K sold.

SignatureFD first reported a position in CSB in Q2 2018 and held it in 12 quarters. The position peaked at $62K in Q2 2018. 47 funds tracked by Wall St. Rank hold CSB as of Q3 2021.

SignatureFD reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2021 after selling out during the quarter.
SignatureFD sold 924 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2021, an estimated $56K.
SignatureFD first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2018 and held it in 12 quarters.
SignatureFD's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $62K in Q2 2018.
47 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2021.

Based on SignatureFD's 13F filing for Q3 2021, filed 28 Oct 2021.