Westside Investment Management’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

Westside Investment Management’s Portfolio CSF Stock Details CSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-115	Closed	-$5.98K	–	859
2023 Q2	$5.98K	Hold	115	–	–	﹤0.01%	670
2023 Q1	$5.96K	Hold	115	–	–	﹤0.01%	669
2022 Q4	$6	Hold	115	–	–	﹤0.01%	692
2022 Q3	$6	Hold	115	–	–	﹤0.01%	677
2022 Q2	$6	Buy	+115	New	+$6.48K	﹤0.01%	668

Other funds holding CSF

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

RJFSA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Westside Investment Management's CSF Position: Q3 2023 in Review

Westside Investment Management sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q3 2023, closing a stake of 115 shares — an estimated $5.98K sold.

Westside Investment Management first reported a position in CSF in Q2 2022 and held it in 5 quarters. The position peaked at $5.98K in Q2 2023. 27 funds tracked by Wall St. Rank hold CSF as of Q3 2023.

Westside Investment Management reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 115 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q3 2023, an estimated $5.98K.
Westside Investment Management first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q2 2022 and held it in 5 quarters.
Westside Investment Management's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $5.98K in Q2 2023.
27 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.