AWM
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Accel Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Accel Wealth 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
2026
Q3 		$674K Sell
10,963
-750
-6% -$49.5K 0.15% 132
2026
Q2 		$768K Sell
11,713
-684
-6% -$43.7K 0.17% 118
2026
Q1 		$766K Sell
12,397
-1,299
-9% -$80.4K 0.2% 114
2025
Q4 		$803K Sell
13,696
-9,357
-41% -$546K 0.22% 109
2025
Q3 		$1.36M Sell
23,053
-11,988
-34% -$698K 0.4% 64
2025
Q2 		$1.94M Buy
35,041
+833
+2% +$45.4K 0.65% 42
2025
Q1 		$1.96M Buy
34,208
+6,186
+22% +$367K 0.71% 38
2024
Q4 		$1.66M Buy
28,022
+1,622
+6% +$98.4K 0.63% 41
2024
Q3 		$1.55M Buy
26,400
+1,763
+7% +$100K 0.58% 50
2024
Q2 		$1.32M Buy
24,637
+2,004
+9% +$109K 0.53% 51
2024
Q1 		$1.27M Sell
22,633
-1,893
-8% -$102K 0.54% 48
2023
Q4 		$1.37M Buy
24,526
+1,364
+6% +$69.1K 0.69% 40
2023
Q3 		$1.13M Buy
23,162
+3,651
+19% +$189K 0.63% 46
2023
Q2 		$1M Buy
19,511
+1,929
+11% +$97.4K 0.55% 54
2023
Q1 		$913K Buy
17,582
+320
+2% +$17.4K 0.37% 71
2022
Q4 		$890K Sell
17,262
-167
-1% -$8.65K 0.43% 59
2022
Q3 		$859K Buy
17,429
+392
+2% +$20.8K 0.46% 60
2022
Q2 		$891K Buy
17,037
+961
+6% +$53.1K 0.51% 52
2022
Q1 		$946K Buy
16,076
+1,031
+7% +$61.4K 0.49% 52
2021
Q4 		$925K Buy
15,045
+3,782
+34% +$228K 0.45% 53
2021
Q3 		$647K Buy
11,263
+886
+9% +$52.1K 0.42% 57
2021
Q2 		$624K Buy
10,377
+10,032
+2,908% +$610K 0.41% 57
2021
Q1 		$20K Buy
+345
New +$19.3K 0.02% 505

Other funds holding CSB

Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Accel Wealth Management's CSB Position: Q3 2026 in Review

Accel Wealth Management reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 6.4% in Q3 2026, selling an estimated $49.5K and leaving 10,963 shares worth $674K. The position accounts for 0.15% of the portfolio, ranked #132.

Accel Wealth Management first reported a position in CSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.96M in Q1 2025. 7 funds tracked by Wall St. Rank hold CSB as of Q3 2026.

  • Accel Wealth Management held 10,963 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $674K as of Q3 2026.
  • Accel Wealth Management sold 750 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2026, an estimated $49.5K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.15% of Accel Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Accel Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2021 and has held it in 23 quarters since.
  • Accel Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.96M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.