Cetera Investment Advisers’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Cetera Investment Advisers’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	$2.18M	Buy	35,288 +2,202	+7%	+$136K	﹤0.01%	2214
2025 Q4	$1.94M	Buy	33,086 +1,133	+4%	+$66.1K	﹤0.01%	2231
2025 Q3	$1.89M	Sell	31,953 -1,330	-4%	-$77.4K	﹤0.01%	2220
2025 Q2	$1.84M	Sell	33,283 -1,109	-3%	-$60.4K	﹤0.01%	1901
2025 Q1	$1.97M	Sell	34,392 -4,452	-11%	-$264K	﹤0.01%	1756
2024 Q4	$2.31M	Sell	38,844 -16,827	-30%	-$1.02M	﹤0.01%	1541
2024 Q3	$3.27M	Sell	55,671 -6,502	-10%	-$370K	0.01%	1266
2024 Q2	$3.32M	Sell	62,173 -444	-0.7%	-$24K	0.01%	1227
2024 Q1	$3.51M	Buy	62,617 +9,073	+17%	+$489K	0.01%	1183
2023 Q4	$3M	Buy	53,544 +4,043	+8%	+$205K	0.02%	624
2023 Q3	$2.42M	Buy	49,501 +7,042	+17%	+$364K	0.02%	671
2023 Q2	$2.18M	Buy	42,459 +13,737	+48%	+$694K	0.02%	731
2023 Q1	$1.49M	Buy	+28,722	New	+$1.56M	0.01%	860

Other funds holding CSB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Cetera Investment Advisers's CSB Position: Q1 2026 in Review

Cetera Investment Advisers increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 6.7% in Q1 2026, buying an estimated $136K and bringing the position to 35,288 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Cetera Investment Advisers first reported a position in CSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.51M in Q1 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

Cetera Investment Advisers held 35,288 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $2.18M as of Q1 2026.
Cetera Investment Advisers bought 2,202 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $136K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2214 holding.
Cetera Investment Advisers first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2023 and has held it in 13 quarters since.
Cetera Investment Advisers's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $3.51M in Q1 2024.
60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.