CFD
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Creative Financial Designs’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Creative Financial Designs’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 		$3.09K Hold
50
– – ﹤0.01% 1701
2025
Q4 		$2.93K Buy
+50
New +$2.92K ﹤0.01% 1632

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

Creative Financial Designs's CSB Position: Q1 2026 in Review

Creative Financial Designs held its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) position steady in Q1 2026 at 50 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Creative Financial Designs first reported a position in CSB in Q4 2025 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Creative Financial Designs held 50 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $3.09K as of Q1 2026.
  • Creative Financial Designs left its VictoryShares US Small Cap High Div Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1701 holding.
  • Creative Financial Designs first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2025 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.