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 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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

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

HB Wealth Management reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 21% in Q2 2026, selling an estimated $89.5K and leaving 5,257 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

HB Wealth Management first reported a position in CSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $411K in Q1 2026. 25 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

HB Wealth Management held 5,257 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $345K as of Q2 2026.
HB Wealth Management sold 1,400 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $89.5K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1295 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 10 quarters since.
HB Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $411K in Q1 2026.
25 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.