Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$271K Sell
4,382
-983
-18% -$60.8K ﹤0.01% 3383
2025
Q4 		$314K Buy
5,365
+179
+3% +$10.4K ﹤0.01% 3154
2025
Q3 		$307K Sell
5,186
-22
-0.4% -$1.28K ﹤0.01% 3092
2025
Q2 		$289K Sell
5,208
-1,973
-27% -$108K ﹤0.01% 3014
2025
Q1 		$412K Buy
7,181
+2,385
+50% +$142K ﹤0.01% 2615
2024
Q4 		$285K Buy
+4,796
New +$291K ﹤0.01% 2874

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

Cambridge Investment Research Advisors's CSB Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 18% in Q1 2026, selling an estimated $60.8K and leaving 4,382 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Cambridge Investment Research Advisors first reported a position in CSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $412K in Q1 2025. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Cambridge Investment Research Advisors held 4,382 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $271K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 983 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $60.8K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3383 holding.
  • Cambridge Investment Research Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $412K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.