Wealthcare Advisory Partners’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2,103	Closed	-$124K	–	813
2021 Q1	$124K	Buy	+2,103	New	+$118K	0.01%	604
2020 Q2	–	Sell	-13,157	Closed	-$412K	–	514
2020 Q1	$412K	Buy	13,157 +2,741	+26%	+$112K	0.06%	178
2019 Q4	$490K	Buy	10,416 +100	+1%	+$4.58K	0.06%	176
2019 Q3	$458K	Buy	10,316 +623	+6%	+$27.2K	0.07%	162
2019 Q2	$429K	Buy	9,693 +7,486	+339%	+$329K	0.07%	157
2019 Q1	$97K	Buy	+2,207	New	+$96.3K	0.02%	343

Other funds holding CSB

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

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

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

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

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

RJA

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

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

IRC

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

Wealthcare Advisory Partners's CSB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2021, closing a stake of 2,103 shares — an estimated $124K sold.

Wealthcare Advisory Partners first reported a position in CSB in Q1 2019 and held it in 6 quarters. The position peaked at $490K in Q4 2019. 48 funds tracked by Wall St. Rank hold CSB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,103 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2021, an estimated $124K.
Wealthcare Advisory Partners first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2019 and held it in 6 quarters.
Wealthcare Advisory Partners's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $490K in Q4 2019.
48 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.