Eagle Strategies’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Eagle Strategies’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	$2.71M	Sell	44,008 -1,374	-3%	-$90.6K	0.26%	79
2026 Q2	$2.98M	Sell	45,382 -1,663	-4%	-$106K	0.3%	77
2026 Q1	$2.91M	Buy	47,045 +172	+0.4%	+$10.6K	0.35%	68
2025 Q4	$2.75M	Sell	46,873 -3,870	-8%	-$226K	0.35%	63
2025 Q3	$3M	Sell	50,743 -1,609	-3%	-$93.6K	0.4%	57
2025 Q2	$2.9M	Sell	52,352 -6,033	-10%	-$329K	0.44%	50
2025 Q1	$3.35M	Sell	58,385 -5,808	-9%	-$345K	0.58%	41
2024 Q4	$3.81M	Sell	64,193 -4,206	-6%	-$255K	0.66%	42
2024 Q3	$4.02M	Sell	68,399 -34,396	-33%	-$1.96M	0.73%	41
2024 Q2	$5.49M	Buy	+102,795	New	+$5.57M	1.05%	30
2024 Q1	–	Sell	-277,432	Closed	-$15.5M	–	274
2023 Q4	$15.5M	Sell	277,432 -7,832	-3%	-$397K	3.32%	4
2023 Q3	$14M	Buy	285,264 +10,656	+4%	+$551K	3.44%	4
2023 Q2	$14.1M	Buy	274,608 +26,457	+11%	+$1.34M	3.43%	4
2023 Q1	$12.9M	Buy	248,151 +2,105	+0.9%	+$114K	3.22%	5
2022 Q4	$12.7M	Buy	246,046 +13,809	+6%	+$715K	3.79%	3
2022 Q3	$10.8M	Buy	232,237 +28,590	+14%	+$1.52M	5.62%	3
2022 Q2	$10.7M	Sell	203,647 -25,085	-11%	-$1.39M	3.89%	3
2022 Q1	$13.4M	Buy	228,732 +213,538	+1,405%	+$12.7M	5.22%	3
2021 Q4	$934K	Buy	+15,194	New	+$915K	0.36%	60

Other funds holding CSB

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

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

IRC

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

AWM

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

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

Eagle Strategies's CSB Position: Q3 2026 in Review

Eagle Strategies reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 3% in Q3 2026, selling an estimated $90.6K and leaving 44,008 shares worth $2.71M. The position accounts for 0.26% of the portfolio, ranked #79.

Eagle Strategies first reported a position in CSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.5M in Q4 2023. 7 funds tracked by Wall St. Rank hold CSB as of Q3 2026.

Eagle Strategies held 44,008 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $2.71M as of Q3 2026.
Eagle Strategies sold 1,374 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2026, an estimated $90.6K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.26% of Eagle Strategies's portfolio in Q3 2026, its #79 holding.
Eagle Strategies first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2021 and has held it in 19 quarters since.
Eagle Strategies's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $15.5M in Q4 2023.
7 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.