U.S. Capital Wealth Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-602	Closed	-$31K	–	820
2022 Q4	$31K	Buy	+602	New	+$31.2K	﹤0.01%	997

Other funds holding CSB

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

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

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

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

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

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

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's CSB Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2023, closing a stake of 602 shares — an estimated $31K sold.

U.S. Capital Wealth Advisors first reported a position in CSB in Q4 2022 and held it in 1 quarter. The position peaked at $31K in Q4 2022. 58 funds tracked by Wall St. Rank hold CSB as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 602 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2023, an estimated $31K.
U.S. Capital Wealth Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $31K in Q4 2022.
58 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.