Carson Wealth (CWM LLC)
CSB icon

Carson Wealth (CWM LLC)’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.55M Sell
89,922
-1,160
-1% -$71.8K 0.01% 762
2025
Q4 		$5.34M Sell
91,082
-4,341
-5% -$253K 0.01% 743
2025
Q3 		$5.64M Sell
95,423
-7,443
-7% -$433K 0.02% 664
2025
Q2 		$5.7M Sell
102,866
-8,003
-7% -$436K 0.02% 548
2025
Q1 		$6.37M Sell
110,869
-50,139
-31% -$2.98M 0.03% 456
2024
Q4 		$9.56M Buy
161,008
+3,836
+2% +$233K 0.04% 332
2024
Q3 		$9.23M Buy
157,172
+9,232
+6% +$526K 0.04% 324
2024
Q2 		$7.91M Buy
147,940
+5,470
+4% +$296K 0.04% 331
2024
Q1 		$7.98M Buy
142,470
+2,727
+2% +$147K 0.04% 329
2023
Q4 		$7.82M Sell
139,743
-18,705
-12% -$948K 0.04% 315
2023
Q3 		$7.76M Sell
158,448
-12,911
-8% -$668K 0.05% 281
2023
Q2 		$8.8M Sell
171,359
-15,905
-8% -$803K 0.05% 247
2023
Q1 		$9.72M Buy
187,264
+46,117
+33% +$2.5M 0.07% 221
2022
Q4 		$7.28M Buy
141,147
+44,264
+46% +$2.29M 0.05% 246
2022
Q3 		$4.49M Sell
96,883
-47,606
-33% -$2.53M 0.04% 299
2022
Q2 		$7.57M Sell
144,489
-38,858
-21% -$2.15M 0.06% 236
2022
Q1 		$10.7M Buy
183,347
+57,765
+46% +$3.44M 0.08% 200
2021
Q4 		$7.72M Buy
+125,582
New +$7.57M 0.05% 250
2021
Q2 		$4.24M Hold
70,629
– – 0.03% 300
2021
Q1 		$4.24M Hold
70,629
– – 0.03% 300
2020
Q4 		$4.24M Hold
70,629
– – 0.03% 300
2020
Q3 		$4.24M Hold
70,629
– – 0.03% 300
2020
Q2 		$4.24M Hold
70,629
– – 0.03% 300
2020
Q1 		$4.24M Hold
70,629
– – 0.03% 300
2019
Q4 		$4.24M Hold
70,629
– – 0.03% 300
2019
Q3 		$4.24M Hold
70,629
– – 0.03% 300
2019
Q2 		$4.24M Hold
70,629
– – 0.03% 300
2019
Q1 		$4.24M Buy
+70,629
New +$3.08M 0.03% 300

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 $786B AUM 40.34% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $1.01B AUM 17.58% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 1.3% in Q1 2026, selling an estimated $71.8K and leaving 89,922 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #762.

Carson Wealth (CWM LLC) first reported a position in CSB in Q1 2019 and has held it in 28 quarters since. The position peaked at $10.7M in Q1 2022. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 89,922 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $5.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,160 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $71.8K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #762 holding.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $10.7M in Q1 2022.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.