Aptus Capital Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Aptus Capital Advisors’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
2025 Q3	–	Sell	-1	Closed	-$67	–	1608
2025 Q2	$67	Sell	1 -3,435	-100%	-$187K	﹤0.01%	1525
2025 Q1	$197K	Sell	3,436 -60	-2%	-$3.56K	﹤0.01%	901
2024 Q4	$208K	Buy	3,496 +3,492	+87,300%	+$212K	﹤0.01%	884
2024 Q3	$235	Sell	4 -626	-99%	-$35.6K	﹤0.01%	1222
2024 Q2	$33.7K	Hold	630	–	–	﹤0.01%	933
2024 Q1	$35.3K	Buy	+630	New	+$34K	﹤0.01%	925

Other funds holding CSB

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

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

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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

Aptus Capital Advisors's CSB Position: Q3 2025 in Review

Aptus Capital Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2025, closing a stake of 1 share — an estimated $67 sold.

Aptus Capital Advisors first reported a position in CSB in Q1 2024 and held it in 6 quarters. The position peaked at $208K in Q4 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q3 2025.

Aptus Capital Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
Aptus Capital Advisors sold 1 VictoryShares US Small Cap High Div Volatility Wtd ETF share in Q3 2025, an estimated $67.
Aptus Capital Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2024 and held it in 6 quarters.
Aptus Capital Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $208K in Q4 2024.
60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.