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Sound View Wealth Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$740K Buy
16,881
+995
+6% +$43.4K 0.23% 109
2018
Q4 		$638K Buy
+15,886
New +$694K 0.23% 111

Other funds holding CSB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sound View Wealth Advisors's CSB Position: Q1 2019 in Review

Sound View Wealth Advisors increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 6.3% in Q1 2019, buying an estimated $43.4K and bringing the position to 16,881 shares worth $740K. The position accounts for 0.23% of the portfolio, ranked #109.

Sound View Wealth Advisors first reported a position in CSB in Q4 2018 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold CSB as of Q1 2019.

  • Sound View Wealth Advisors held 16,881 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $740K as of Q1 2019.
  • Sound View Wealth Advisors bought 995 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2019, an estimated $43.4K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.23% of Sound View Wealth Advisors's portfolio in Q1 2019, its #109 holding.
  • Sound View Wealth Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2018 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.