AI
CSB icon

Atria Investments’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Atria Investments’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
-24,173
Closed -$1.34M – 2037
2025
Q2 		$1.34M Buy
24,173
+1,451
+6% +$79.1K 0.02% 904
2025
Q1 		$1.3M Buy
22,722
+1,135
+5% +$67.4K 0.02% 892
2024
Q4 		$1.28M Buy
21,587
+5,399
+33% +$327K 0.02% 861
2024
Q3 		$951K Buy
16,188
+5,858
+57% +$334K 0.01% 994
2024
Q2 		$552K Buy
+10,330
New +$559K 0.01% 1253

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
Susquehanna International Group
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's CSB Position: Q3 2025 in Review

Atria Investments sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2025, closing a stake of 24,173 shares — an estimated $1.34M sold.

Atria Investments first reported a position in CSB in Q2 2024 and held it in 5 quarters. The position peaked at $1.34M in Q2 2025. 60 funds tracked by Wall St. Rank hold CSB as of Q3 2025.

  • Atria Investments reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 24,173 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2025, an estimated $1.34M.
  • Atria Investments first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2024 and held it in 5 quarters.
  • Atria Investments's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.34M in Q2 2025.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.