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

WealthPLAN 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
2024 Q1	–	Sell	-13,840	Closed	-$775K	–	316
2023 Q4	$775K	Sell	13,840 -2,224	-14%	-$113K	0.08%	171
2023 Q3	$787K	Sell	16,064 -76,155	-83%	-$3.94M	0.09%	159
2023 Q2	$4.73M	Buy	92,219 +2,382	+3%	+$120K	0.67%	30
2023 Q1	$4.66M	Sell	89,837 -1,103	-1%	-$59.9K	0.53%	53
2022 Q4	$5.13M	Buy	+90,940	New	+$4.71M	0.36%	72
2022 Q1	$3.45M	Buy	62,939 +8,610	+16%	+$512K	0.24%	90
2021 Q4	$3.23M	Buy	+54,329	New	+$3.27M	0.21%	91

Other funds holding CSB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

DAS

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

WealthPLAN Partners's CSB Position: Q1 2024 in Review

WealthPLAN Partners sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2024, closing a stake of 13,840 shares — an estimated $775K sold.

WealthPLAN Partners first reported a position in CSB in Q4 2021 and held it in 7 quarters. The position peaked at $5.13M in Q4 2022. 54 funds tracked by Wall St. Rank hold CSB as of Q1 2024.

WealthPLAN Partners reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 13,840 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2024, an estimated $775K.
WealthPLAN Partners first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2021 and held it in 7 quarters.
WealthPLAN Partners's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $5.13M in Q4 2022.
54 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.