WAP
CSA

Wealthcare Advisory Partners’s VictoryShares US Small Cap Volatility Wtd ETF CSA Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-13,750
Closed -$919K – 837
2023
Q4 		$919K Buy
+13,750
New +$825K 0.04% 332

Other funds holding CSA

TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealthcare Advisory Partners's CSA Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of VictoryShares US Small Cap Volatility Wtd ETF (CSA) in Q1 2024, closing a stake of 13,750 shares — an estimated $919K sold.

Wealthcare Advisory Partners first reported a position in CSA in Q4 2023 and held it in 1 quarter. The position peaked at $919K in Q4 2023. 18 funds tracked by Wall St. Rank hold CSA as of Q1 2024.

  • Wealthcare Advisory Partners reported no remaining VictoryShares US Small Cap Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 13,750 VictoryShares US Small Cap Volatility Wtd ETF shares in Q1 2024, an estimated $919K.
  • Wealthcare Advisory Partners first reported a position in VictoryShares US Small Cap Volatility Wtd ETF in Q4 2023 and held it in 1 quarter.
  • Wealthcare Advisory Partners's VictoryShares US Small Cap Volatility Wtd ETF position peaked at $919K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Cap Volatility Wtd ETF as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.