Whitaker-Myers Wealth Managers’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	–	Sell	-4,273	Closed	-$228K	–	110
2024 Q2	$228K	Sell	4,273 -651	-13%	-$35.2K	0.08%	93
2024 Q1	$276K	Sell	4,924 -283	-5%	-$15.3K	0.12%	80
2023 Q4	$291K	Sell	5,207 -77	-1%	-$3.9K	0.15%	64
2023 Q3	$259K	Sell	5,284 -2	-0%	-$103	0.16%	62
2023 Q2	$271K	Sell	5,286 -397	-7%	-$20K	0.18%	59
2023 Q1	$295K	Buy	5,683 +41	+0.7%	+$2.23K	0.23%	55
2022 Q4	$291K	Buy	+5,642	New	+$292K	0.28%	54

Other funds holding CSB

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

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

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

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

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

DAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IRC

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CSB Position: Q3 2024 in Review

Whitaker-Myers Wealth Managers sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2024, closing a stake of 4,273 shares — an estimated $228K sold.

Whitaker-Myers Wealth Managers first reported a position in CSB in Q4 2022 and held it in 7 quarters. The position peaked at $295K in Q1 2023. 56 funds tracked by Wall St. Rank hold CSB as of Q3 2024.

Whitaker-Myers Wealth Managers reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 4,273 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2024, an estimated $228K.
Whitaker-Myers Wealth Managers first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2022 and held it in 7 quarters.
Whitaker-Myers Wealth Managers's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $295K in Q1 2023.
56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2024, filed 18 Oct 2024.