CCWM
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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
Q1 		$33.3K Buy
+540
New +$33.4K ﹤0.01% 696

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T 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

Cassaday & Co Wealth Management's CSB Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2026: 540 shares worth $33.3K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings.

60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Cassaday & Co Wealth Management held 540 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $33.3K as of Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #696 holding.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.