Thoroughbred Financial Services’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Thoroughbred Financial Services’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
2023 Q3	–	Sell	-10,666	Closed	-$554K	–	590
2023 Q2	$554K	Sell	10,666 -5,001	-32%	-$258K	0.07%	240
2023 Q1	$812K	Buy	15,667 +438	+3%	+$23.7K	0.12%	179
2022 Q4	$833K	Buy	+15,229	New	+$857K	0.14%	169

Other funds holding CSF

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

RJFSA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Thoroughbred Financial Services's CSF Position: Q3 2023 in Review

Thoroughbred Financial Services sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q3 2023, closing a stake of 10,666 shares — an estimated $554K sold.

Thoroughbred Financial Services first reported a position in CSF in Q4 2022 and held it in 3 quarters. The position peaked at $833K in Q4 2022. 27 funds tracked by Wall St. Rank hold CSF as of Q3 2023.

Thoroughbred Financial Services reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Thoroughbred Financial Services sold 10,666 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $554K.
Thoroughbred Financial Services first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q4 2022 and held it in 3 quarters.
Thoroughbred Financial Services's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $833K in Q4 2022.
27 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Thoroughbred Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.