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

Intentional Wealth 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
Q2 		$341K Sell
5,198
-307
-6% -$19.6K 0.32% 46
2026
Q1 		$340K Buy
+5,505
New +$341K 0.32% 38

Other funds holding CSB

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

Intentional Wealth Strategies's CSB Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 5.6% in Q2 2026, selling an estimated $19.6K and leaving 5,198 shares worth $341K. The position accounts for 0.32% of the portfolio, ranked #46.

Intentional Wealth Strategies first reported a position in CSB in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

  • Intentional Wealth Strategies held 5,198 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $341K as of Q2 2026.
  • Intentional Wealth Strategies sold 307 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $19.6K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.32% of Intentional Wealth Strategies's portfolio in Q2 2026, its #46 holding.
  • Intentional Wealth Strategies first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.