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

Cassaday & Co 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
2026
Q2 		$35.4K Hold
540
– – ﹤0.01% 682
2026
Q1 		$33.3K Buy
+540
New +$33.4K ﹤0.01% 696

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cassaday & Co Wealth Management's CSB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) position steady in Q2 2026 at 540 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Cassaday & Co Wealth Management first reported a position in CSB in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

  • Cassaday & Co Wealth Management held 540 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $35.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its VictoryShares US Small Cap High Div Volatility Wtd ETF share count unchanged in Q2 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #682 holding.
  • Cassaday & Co Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.