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WealthPlan Investment Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-90,940
Closed -$5.17M – 464
2022
Q4 		$5.17M Buy
90,940
+6,737
+8% +$349K 0.36% 72
2022
Q3 		$4.48M Buy
+84,203
New +$4.48M 0.33% 75
2022
Q1 		$3.45M Buy
+62,939
New +$3.75M 0.24% 90

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

WealthPlan Investment Management's CSB Position: Q1 2023 in Review

WealthPlan Investment Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2023, closing a stake of 90,940 shares — an estimated $5.17M sold.

WealthPlan Investment Management first reported a position in CSB in Q1 2022 and held it in 3 quarters. The position peaked at $5.17M in Q4 2022. 58 funds tracked by Wall St. Rank hold CSB as of Q1 2023.

  • WealthPlan Investment Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 90,940 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2023, an estimated $5.17M.
  • WealthPlan Investment Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $5.17M 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 WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.