Discover why Zacks initiated coverage of CSBB with a "Neutral" rating, being the first on Wall Street to initiate coverage on the stock. Learn how accelerating profitability, loan expansion and capital strength are offset by funding pressures and rising expenses.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 50 | $3,087.5 | $3,331.75 | $244.25 | 7.91% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 23,574 | $1.42M | $1.57M | $146,869.34 | 10.32% |
| NZ Nabeed Zaman Eagle Strategies LLC | 47,045 | $2.52M | $3.13M | $617,212.43 | 24.54% |
| WTM W. Travis McKinney HB Wealth Management LLC | 6,657 | $393,761.55 | $448,881.51 | $55,119.96 | 14% |
| NR Nichole Raftopoulos Nvest Financial LLC | 111,016 | $6.8M | $7.49M | $688,822.82 | 10.13% |
| NASDAQ (NMS) Exchange | US Country |
The fund is a financial investment vehicle aiming to follow its set investment objective by dedicating at least 80% of its assets either directly or indirectly into the securities that are part of the Nasdaq Victory U.S. Small Cap High Dividend 100 Volatility Weighted Index. This index is meticulously managed as an unmanaged, volatility weighted index by the exclusive index provider, signifying its unique strategy towards investment. By focusing on achieving its investment goal through such a specialized index, the fund positions itself attractively for investors looking for exposure to high dividend yielding stocks within the U.S. small-cap sector, combined with a volatility-weighted approach that aims to mitigate risks and capitalize on opportunities in market fluctuations.
This product aims to offer investors direct or indirect exposure to a volatility-weighted index that is exclusively maintained. The index is known for identifying the top 100 highest dividend-yielding stocks from the Nasdaq Victory U.S. Small Cap 500 Volatility Weighted Index, offering an attractive mix of potential income and growth derived from the U.S. small-cap sector. The emphasis on high dividend yield within a volatility-controlled framework is designed to provide a tailored investment solution for those seeking to enhance portfolio yield while managing risk.