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Investment Planning Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Investment Planning Advisors’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
Q1 		$478K Buy
7,743
+143
+2% +$8.85K 0.13% 64
2025
Q4 		$445K Buy
7,600
+222
+3% +$13K 0.13% 63
2025
Q3 		$436K Sell
7,378
-2,544
-26% -$148K 0.14% 62
2025
Q2 		$550K Sell
9,922
-4,230
-30% -$231K 0.19% 46
2025
Q1 		$812K Buy
14,152
+2,358
+20% +$140K 0.33% 37
2024
Q4 		$701K Sell
11,794
-5,493
-32% -$333K 0.31% 39
2024
Q3 		$924K Hold
17,287
– – 0.47% 31
2024
Q2 		$924K Buy
+17,287
New +$936K 0.47% 31

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
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.01B AUM 26.85% 1-Year Est. Return

Investment Planning Advisors's CSB Position: Q1 2026 in Review

Investment Planning Advisors increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 1.9% in Q1 2026, buying an estimated $8.85K and bringing the position to 7,743 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #64.

Investment Planning Advisors first reported a position in CSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $924K in Q3 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Investment Planning Advisors held 7,743 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $478K as of Q1 2026.
  • Investment Planning Advisors bought 143 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $8.85K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.13% of Investment Planning Advisors's portfolio in Q1 2026, its #64 holding.
  • Investment Planning Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2024 and has held it in 8 quarters since.
  • Investment Planning Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $924K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.