AWM
CSB icon

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

Avior 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
2025
Q1 		– Sell
-152
Closed -$9.03K – 1087
2024
Q4 		$9.03K Hold
152
– – ﹤0.01% 1659
2024
Q3 		$8.93K Sell
152
-269
-64% -$15.3K ﹤0.01% 1599
2024
Q2 		$22.5K Hold
421
– – ﹤0.01% 1321
2024
Q1 		$23.6K Buy
+421
New +$22.7K ﹤0.01% 1530

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
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
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avior Wealth Management's CSB Position: Q1 2025 in Review

Avior Wealth Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2025, closing a stake of 152 shares — an estimated $9.03K sold.

Avior Wealth Management first reported a position in CSB in Q1 2024 and held it in 4 quarters. The position peaked at $23.6K in Q1 2024. 59 funds tracked by Wall St. Rank hold CSB as of Q1 2025.

  • Avior Wealth Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 152 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2025, an estimated $9.03K.
  • Avior Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $23.6K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.