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Sound Financial Strategies Group’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Sound Financial Strategies Group’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
2020
Q4 		– Sell
-118
Closed -$4K – 89
2020
Q3 		$4K Buy
+118
New +$4.49K ﹤0.01% 64

Other funds holding CSB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Sound Financial Strategies Group's CSB Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2020, closing a stake of 118 shares — an estimated $4K sold.

Sound Financial Strategies Group first reported a position in CSB in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 36 funds tracked by Wall St. Rank hold CSB as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 118 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2020, an estimated $4K.
  • Sound Financial Strategies Group first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2020 and held it in 1 quarter.
  • Sound Financial Strategies Group's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $4K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.