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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
Q1 		$282K Buy
+4,405
New +$273K 0.01% 984

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

Diversify Wealth Management's CSB Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2026: 4,405 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #984 among its holdings.

60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Diversify Wealth Management held 4,405 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $282K as of Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF was a new Diversify Wealth Management position in Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #984 holding.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.