SJS Investment Consulting’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

SJS Investment Consulting’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
2023 Q2	–	Sell	-475	Closed	-$24.7K	–	1607
2023 Q1	$24.7K	Hold	475	–	–	0.01%	208
2022 Q4	$24.5K	Hold	475	–	–	0.01%	213
2022 Q3	$22K	Buy	+475	New	+$25.2K	0.01%	224
2022 Q1	$28K	Hold	475	–	–	0.01%	249
2021 Q4	$29K	Buy	+475	New	+$28.6K	0.01%	224

Other funds holding CSB

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

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

SJS Investment Consulting's CSB Position: Q2 2023 in Review

SJS Investment Consulting sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2023, closing a stake of 475 shares — an estimated $24.7K sold.

SJS Investment Consulting first reported a position in CSB in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2023.

SJS Investment Consulting reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2023 after selling out during the quarter.
SJS Investment Consulting sold 475 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2023, an estimated $24.7K.
SJS Investment Consulting first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2021 and held it in 5 quarters.
SJS Investment Consulting's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $29K in Q4 2021.
57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2023.

Based on SJS Investment Consulting's 13F filing for Q2 2023, filed 13 Jul 2023.