Tyler-Stone Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-171	Closed	-$9.16K	–	436
2024 Q2	$9.16K	Buy	171 +1	+0.6%	+$54	﹤0.01%	670
2024 Q1	$9.55K	Buy	170 +1	+0.6%	+$54	﹤0.01%	658
2023 Q4	$9.47K	Buy	169 +2	+1%	+$101	﹤0.01%	644
2023 Q3	$8K	Buy	167 +2	+1%	+$103	﹤0.01%	642
2023 Q2	$8K	Buy	+165	New	+$8.33K	﹤0.01%	641
2022 Q4	$8K	Buy	163 +2	+1%	+$104	0.01%	590
2022 Q3	$7K	Buy	161 +2	+1%	+$106	0.01%	596
2022 Q2	$8K	Buy	159 +1	+0.6%	+$55	0.01%	591
2022 Q1	$9K	Buy	158 +1	+0.6%	+$60	﹤0.01%	590
2021 Q4	$10K	Buy	+157	New	+$9.46K	0.01%	609

Other funds holding CSB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Tyler-Stone Wealth Management's CSB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2024, closing a stake of 171 shares — an estimated $9.16K sold.

Tyler-Stone Wealth Management first reported a position in CSB in Q4 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 56 funds tracked by Wall St. Rank hold CSB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 171 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2024, an estimated $9.16K.
Tyler-Stone Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $10K in Q4 2021.
56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.