SS
CSB icon

Sunbelt Securities’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Sunbelt Securities’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
2023
Q3 		– Sell
-490
Closed -$25.2K – 1775
2023
Q2 		$25.2K Hold
490
– – ﹤0.01% 962
2023
Q1 		$25.1K Buy
+490
New +$26.6K ﹤0.01% 896

Other funds holding CSB

ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sunbelt Securities's CSB Position: Q3 2023 in Review

Sunbelt Securities sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2023, closing a stake of 490 shares — an estimated $25.2K sold.

Sunbelt Securities first reported a position in CSB in Q1 2023 and held it in 2 quarters. The position peaked at $25.2K in Q2 2023. 63 funds tracked by Wall St. Rank hold CSB as of Q3 2023.

  • Sunbelt Securities reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 490 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2023, an estimated $25.2K.
  • Sunbelt Securities first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $25.2K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.