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 Q2	$528K	Buy	8,044 +301	+4%	+$19.2K	0.12%	63
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Investment Planning Advisors's CSB Position: Q2 2026 in Review

Investment Planning Advisors increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 3.9% in Q2 2026, buying an estimated $19.2K and bringing the position to 8,044 shares worth $528K. The position accounts for 0.12% of the portfolio, ranked #63.

Investment Planning Advisors first reported a position in CSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $924K in Q3 2024. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

Investment Planning Advisors held 8,044 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $528K as of Q2 2026.
Investment Planning Advisors bought 301 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $19.2K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.12% of Investment Planning Advisors's portfolio in Q2 2026, its #63 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 9 quarters since.
Investment Planning Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $924K in Q3 2024.
57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.