Diversify Advisory Services’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Diversify Advisory Services’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 Q3	$251K	Sell	3,985 -417	-9%	-$27.5K	﹤0.01%	1150
2026 Q2	$294K	Buy	+4,402	New	+$281K	﹤0.01%	1062
2026 Q1	–	Sell	-4,219	Closed	-$259K	–	343
2025 Q4	$259K	Buy	+4,219	New	+$246K	0.01%	797

Other funds holding CSB

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Diversify Advisory Services's CSB Position: Q3 2026 in Review

Diversify Advisory Services reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 9.5% in Q3 2026, selling an estimated $27.5K and leaving 3,985 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Diversify Advisory Services first reported a position in CSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $294K in Q2 2026. 11 funds tracked by Wall St. Rank hold CSB as of Q3 2026.

Diversify Advisory Services held 3,985 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $251K as of Q3 2026.
Diversify Advisory Services sold 417 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2026, an estimated $27.5K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1150 holding.
Diversify Advisory Services first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Advisory Services's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $294K in Q2 2026.
11 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.