TC
CSA

TAP Consulting’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

TAP Consulting’s Portfolio CSA Stock Details CSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$7.13M Buy
96,337
+200
+0.2% +$15.2K 1.46% 13
2024
Q3 		$7.07M Buy
96,137
+4,852
+5% +$344K 1.39% 14
2024
Q2 		$6.16M Buy
91,285
+8,186
+10% +$550K 1.3% 15
2024
Q1 		$5.75M Sell
83,099
-17,695
-18% -$1.16M 1.26% 15
2023
Q4 		$6.73M Buy
100,794
+24,809
+33% +$1.49M 1.61% 13
2023
Q3 		$4.45M Buy
75,985
+668
+0.9% +$41K 1.14% 23
2023
Q2 		$4.56M Sell
75,317
-1,161
-2% -$67.7K 1.12% 23
2023
Q1 		$4.54M Buy
76,478
+2,868
+4% +$176K 1.11% 26
2022
Q4 		$4.27M Buy
73,610
+2,587
+4% +$152K 1.12% 22
2022
Q3 		$3.79M Buy
71,023
+2,330
+3% +$138K 1.01% 25
2022
Q2 		$3.88M Buy
68,693
+7,365
+12% +$439K 1.08% 28
2022
Q1 		$3.94M Buy
61,328
+3,807
+7% +$248K 1.03% 34
2021
Q4 		$3.96M Buy
57,521
+7,007
+14% +$473K 0.9% 37
2021
Q3 		$3.25M Buy
50,514
+5,378
+12% +$347K 0.87% 37
2021
Q2 		$2.93M Sell
45,136
-749
-2% -$48.7K 0.82% 41
2021
Q1 		$2.91M Sell
45,885
-3,572
-7% -$216K 0.9% 35
2020
Q4 		$2.66M Buy
49,457
+1,577
+3% +$75.4K 0.96% 34
2020
Q3 		$1.97M Buy
47,880
+21,152
+79% +$882K 0.77% 46
2020
Q2 		$1.07M Buy
26,728
+5,866
+28% +$217K 0.53% 53
2020
Q1 		$687K Buy
+20,862
New +$901K 0.46% 64

Other funds holding CSA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TAP Consulting's CSA Position: Q4 2024 in Review

TAP Consulting increased its VictoryShares US Small Cap Volatility Wtd ETF (CSA) stake by 0.21% in Q4 2024, buying an estimated $15.2K and bringing the position to 96,337 shares worth $7.13M. The position accounts for 1.46% of the portfolio, ranked #13.

TAP Consulting first reported a position in CSA in Q1 2020 and has held it in 20 quarters since. 19 funds tracked by Wall St. Rank hold CSA as of Q4 2024.

  • TAP Consulting held 96,337 shares of VictoryShares US Small Cap Volatility Wtd ETF worth $7.13M as of Q4 2024.
  • TAP Consulting bought 200 VictoryShares US Small Cap Volatility Wtd ETF shares in Q4 2024, an estimated $15.2K.
  • VictoryShares US Small Cap Volatility Wtd ETF made up 1.46% of TAP Consulting's portfolio in Q4 2024, its #13 holding.
  • TAP Consulting first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q1 2020 and has held it in 20 quarters since.
  • 19 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.