Stratos Wealth Partners’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Stratos Wealth Partners’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 Q3	–	Sell	-44,900	Closed	-$1.99M	–	966
2019 Q2	$1.99M	Buy	+44,900	New	+$1.98M	0.09%	233
2018 Q4	–	Sell	-777	Closed	-$37K	–	1133
2018 Q3	$37K	Buy	+777	New	+$37K	﹤0.01%	1594
2018 Q1	–	Sell	-2,114	Closed	-$94K	–	3132
2017 Q4	$94K	Buy	+2,114	New	+$91.8K	﹤0.01%	1217

Other funds holding CSB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

CAN

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Stratos Wealth Partners's CSB Position: Q3 2019 in Review

Stratos Wealth Partners sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2019, closing a stake of 44,900 shares — an estimated $1.99M sold.

Stratos Wealth Partners first reported a position in CSB in Q4 2017 and held it in 3 quarters. The position peaked at $1.99M in Q2 2019. 35 funds tracked by Wall St. Rank hold CSB as of Q3 2019.

Stratos Wealth Partners reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2019 after selling out during the quarter.
Stratos Wealth Partners sold 44,900 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2019, an estimated $1.99M.
Stratos Wealth Partners first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.99M in Q2 2019.
35 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2019.

Based on Stratos Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.