DAS
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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
Q1 		– Sell
-4,219
Closed -$259K – 343
2025
Q4 		$259K Buy
+4,219
New +$246K 0.01% 797

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NF
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LPL Financial
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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

Diversify Advisory Services's CSB Position: Q1 2026 in Review

Diversify Advisory Services sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2026, closing a stake of 4,219 shares — an estimated $259K sold.

Diversify Advisory Services first reported a position in CSB in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Diversify Advisory Services reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 4,219 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $259K.
  • Diversify Advisory Services first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $259K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.