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

Integrated Wealth Concepts’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 		$75.4K Buy
+1,150
New +$73.5K ﹤0.01% 3030

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's CSB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2026: 1,150 shares worth $75.4K. The stake represents ﹤0.01% of the portfolio and ranks #3030 among its holdings.

57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

  • Integrated Wealth Concepts held 1,150 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $75.4K as of Q2 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3030 holding.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.