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CSB icon

Advisornet Financial’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Advisornet Financial’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
Q1 		$9.29K Hold
150
– – ﹤0.01% 1561
2025
Q4 		$8.76K Buy
150
+2
+1% +$117 ﹤0.01% 1585
2025
Q3 		$8.73K Buy
148
+2
+1% +$116 ﹤0.01% 1564
2025
Q2 		$8.1K Buy
146
+1
+0.7% +$54 ﹤0.01% 1544
2025
Q1 		$8.33K Buy
145
+1
+0.7% +$59 ﹤0.01% 1470
2024
Q4 		$8.57K Sell
144
-360
-71% -$21.8K ﹤0.01% 1361
2024
Q3 		$29.6K Buy
504
+5
+1% +$285 ﹤0.01% 1071
2024
Q2 		$26.7K Buy
499
+3
+0.6% +$162 ﹤0.01% 1010
2024
Q1 		$27.8K Sell
496
-39
-7% -$2.1K ﹤0.01% 986
2023
Q4 		$29.9K Buy
535
+8
+2% +$405 ﹤0.01% 970
2023
Q3 		$25.8K Buy
527
+4
+0.8% +$207 ﹤0.01% 960
2023
Q2 		$26.8K Buy
523
+5
+1% +$253 ﹤0.01% 992
2023
Q1 		$26.9K Buy
+518
New +$28.1K ﹤0.01% 974
2022
Q1 		– Sell
-10,354
Closed -$636K – 2027
2021
Q4 		$636K Sell
10,354
-33
-0.3% -$1.99K 0.04% 351
2021
Q3 		$597K Buy
10,387
+718
+7% +$42.2K 0.04% 334
2021
Q2 		$581K Sell
9,669
-62
-0.6% -$3.77K 0.04% 359
2021
Q1 		$574K Buy
9,731
+479
+5% +$26.8K 0.04% 344
2020
Q4 		$462K Buy
9,252
+391
+4% +$17.4K 0.04% 359
2020
Q3 		$334K Buy
8,861
+193
+2% +$7.35K 0.03% 408
2020
Q2 		$318K Buy
8,668
+1,580
+22% +$54.1K 0.03% 419
2020
Q1 		$222K Sell
7,088
-39
-0.5% -$1.59K 0.02% 446
2019
Q4 		$335K Buy
7,127
+3,855
+118% +$176K 0.03% 404
2019
Q3 		$145K Buy
+3,272
New +$143K 0.01% 580

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Advisornet Financial's CSB Position: Q1 2026 in Review

Advisornet Financial held its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) position steady in Q1 2026 at 150 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Advisornet Financial first reported a position in CSB in Q3 2019 and has held it in 23 quarters since. The position peaked at $636K in Q4 2021. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Advisornet Financial held 150 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $9.29K as of Q1 2026.
  • Advisornet Financial left its VictoryShares US Small Cap High Div Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1561 holding.
  • Advisornet Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2019 and has held it in 23 quarters since.
  • Advisornet Financial's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $636K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.