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

HB 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 Q3	$341K	Buy	5,537 +280	+5%	+$18.5K	﹤0.01%	1390
2026 Q2	$345K	Sell	5,257 -1,400	-21%	-$89.5K	﹤0.01%	1295
2026 Q1	$411K	Hold	6,657	–	–	﹤0.01%	1068
2025 Q4	$390K	Sell	6,657 -59	-0.9%	-$3.44K	﹤0.01%	1005
2025 Q3	$397K	Buy	+6,716	New	+$391K	﹤0.01%	951
2025 Q2	–	Sell	-6,752	Closed	-$388K	–	1193
2025 Q1	$388K	Buy	6,752 +1,429	+27%	+$84.8K	﹤0.01%	856
2024 Q4	$316K	Hold	5,323	–	–	﹤0.01%	794
2024 Q3	$313K	Hold	5,323	–	–	﹤0.01%	745
2024 Q2	$284K	Hold	5,323	–	–	﹤0.01%	732
2024 Q1	$298K	Hold	5,323	–	–	﹤0.01%	661
2023 Q4	$298K	Buy	+5,323	New	+$270K	﹤0.01%	616

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

HB Wealth Management's CSB Position: Q3 2026 in Review

HB Wealth Management increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 5.3% in Q3 2026, buying an estimated $18.5K and bringing the position to 5,537 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

HB Wealth Management first reported a position in CSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $411K in Q1 2026. 23 funds tracked by Wall St. Rank hold CSB as of Q3 2026.

HB Wealth Management held 5,537 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $341K as of Q3 2026.
HB Wealth Management bought 280 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2026, an estimated $18.5K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1390 holding.
HB Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2023 and has held it in 11 quarters since.
HB Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $411K in Q1 2026.
23 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.