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

Diversify 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 Q2	$294K	Sell	4,402 -3	-0.1%	-$192	﹤0.01%	1062
2026 Q1	$282K	Buy	+4,405	New	+$273K	0.01%	984

Other funds holding CSB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.01B AUM 17.58% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diversify Wealth Management's CSB Position: Q2 2026 in Review

Diversify Wealth Management reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 0.07% in Q2 2026, selling an estimated $192 and leaving 4,402 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Diversify Wealth Management first reported a position in CSB in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

Diversify Wealth Management held 4,402 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $294K as of Q2 2026.
Diversify Wealth Management sold 3 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $192.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1062 holding.
Diversify Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2026 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.