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

Barnes Wealth Management Group’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
-4,046
Closed -$240K – 162
2024
Q4 		$240K Buy
+4,046
New +$245K 0.16% 120

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

Barnes Wealth Management Group's CSB Position: Q1 2025 in Review

Barnes Wealth Management Group sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2025, closing a stake of 4,046 shares — an estimated $240K sold.

Barnes Wealth Management Group first reported a position in CSB in Q4 2024 and held it in 1 quarter. The position peaked at $240K in Q4 2024. 59 funds tracked by Wall St. Rank hold CSB as of Q1 2025.

  • Barnes Wealth Management Group reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2025 after selling out during the quarter.
  • Barnes Wealth Management Group sold 4,046 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2025, an estimated $240K.
  • Barnes Wealth Management Group first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2024 and held it in 1 quarter.
  • Barnes Wealth Management Group's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $240K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2025.

Based on Barnes Wealth Management Group's 13F filing for Q1 2025, filed 14 May 2025.