STA
CSF

Smith Thornton Advisors’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Smith Thornton Advisors’s Portfolio CSF Stock Details CSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,821
Closed -$263K – 147
2024
Q3 		$263K Hold
4,821
– – 0.17% 114
2024
Q2 		$242K Buy
+4,821
New +$241K 0.18% 113

Other funds holding CSF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Smith Thornton Advisors's CSF Position: Q4 2024 in Review

Smith Thornton Advisors sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q4 2024, closing a stake of 4,821 shares — an estimated $263K sold.

Smith Thornton Advisors first reported a position in CSF in Q2 2024 and held it in 2 quarters. The position peaked at $263K in Q3 2024. 18 funds tracked by Wall St. Rank hold CSF as of Q4 2024.

  • Smith Thornton Advisors reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q4 2024 after selling out during the quarter.
  • Smith Thornton Advisors sold 4,821 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q4 2024, an estimated $263K.
  • Smith Thornton Advisors first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q2 2024 and held it in 2 quarters.
  • Smith Thornton Advisors's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $263K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q4 2024.

Based on Smith Thornton Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.