Steward Partners Investment Advisory’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-437	Closed	-$21.5K	–	3691
2023 Q4	$21.5K	Buy	+437	New	+$21K	﹤0.01%	2368
2023 Q2	–	Sell	-31,967	Closed	-$1.66M	–	3399
2023 Q1	$1.66M	Buy	31,967 +430	+1%	+$23.3K	0.03%	519
2022 Q4	$1.73M	Buy	31,537 +11,870	+60%	+$668K	0.03%	496
2022 Q3	$1.07M	Buy	+19,667	New	+$1.1M	0.02%	606

Other funds holding CSF

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Steward Partners Investment Advisory's CSF Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q1 2024, closing a stake of 437 shares — an estimated $21.5K sold.

Steward Partners Investment Advisory first reported a position in CSF in Q3 2022 and held it in 4 quarters. The position peaked at $1.73M in Q4 2022. 27 funds tracked by Wall St. Rank hold CSF as of Q1 2024.

Steward Partners Investment Advisory reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 437 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $21.5K.
Steward Partners Investment Advisory first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q3 2022 and held it in 4 quarters.
Steward Partners Investment Advisory's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $1.73M in Q4 2022.
27 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.