IF
CSB icon

Integrity Financial’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Integrity Financial’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
2025
Q4 		– Sell
-727
Closed -$43K – 291
2025
Q3 		$43K Sell
727
-730
-50% -$42.5K 0.02% 207
2025
Q2 		$80.7K Sell
1,457
-22
-1% -$1.2K 0.04% 176
2025
Q1 		$84.9K Buy
1,479
+13
+0.9% +$772 0.05% 159
2024
Q4 		$87.1K Sell
1,466
-44
-3% -$2.67K 0.05% 153
2024
Q3 		$88.7K Sell
1,510
-140
-8% -$7.97K 0.05% 146
2024
Q2 		$88.2K Sell
1,650
-423
-20% -$22.9K 0.06% 144
2024
Q1 		$116K Sell
2,073
-781
-27% -$42.1K 0.08% 131
2023
Q4 		$160K Buy
2,854
+19
+0.7% +$963 0.12% 108
2023
Q3 		$139K Sell
2,835
-96
-3% -$4.96K 0.11% 112
2023
Q2 		$150K Sell
2,931
-114
-4% -$5.76K 0.11% 105
2023
Q1 		$158K Buy
3,045
+70
+2% +$3.8K 0.13% 108
2022
Q4 		$153K Buy
2,975
+15
+0.5% +$777 0.15% 97
2022
Q3 		$137K Sell
2,960
-136
-4% -$7.23K 0.14% 94
2022
Q2 		$162K Sell
3,096
-1,658
-35% -$91.6K 0.15% 91
2022
Q1 		$278K Sell
4,754
-6,349
-57% -$378K 0.23% 75
2021
Q4 		$682K Buy
+11,103
New +$669K 0.51% 42

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Integrity Financial's CSB Position: Q4 2025 in Review

Integrity Financial sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2025, closing a stake of 727 shares — an estimated $43K sold.

Integrity Financial first reported a position in CSB in Q4 2021 and held it in 16 quarters. The position peaked at $682K in Q4 2021. 60 funds tracked by Wall St. Rank hold CSB as of Q4 2025.

  • Integrity Financial reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
  • Integrity Financial sold 727 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2025, an estimated $43K.
  • Integrity Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2021 and held it in 16 quarters.
  • Integrity Financial's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $682K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2025.

Based on Integrity Financial's 13F filing for Q4 2025, filed 13 Feb 2026.