John Overdeck’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

John Overdeck’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	$899K	Sell	13,700 -100	-0.7%	-$6.39K	﹤0.01%	3700
2026 Q1	$852K	Sell	13,800 -2,200	-14%	-$136K	﹤0.01%	3380
2025 Q4	$938K	Sell	16,000 -200	-1%	-$11.7K	﹤0.01%	2961
2025 Q3	$958K	Buy	16,200 +10,600	+189%	+$617K	﹤0.01%	2601
2025 Q2	$310K	Sell	5,600 -11,500	-67%	-$627K	﹤0.01%	2779
2025 Q1	$982K	Buy	17,100 +8,500	+99%	+$504K	﹤0.01%	2187
2024 Q4	$511K	Sell	8,600 -8,900	-51%	-$540K	﹤0.01%	2535
2024 Q3	$1.03M	Buy	17,500 +12,000	+218%	+$683K	﹤0.01%	2108
2024 Q2	$294K	Hold	5,500	–	–	﹤0.01%	2602
2024 Q1	$308K	Buy	+5,500	New	+$296K	﹤0.01%	2552
2023 Q4	–	Sell	-5,700	Closed	-$279K	–	3189
2023 Q3	$279K	Buy	+5,700	New	+$295K	﹤0.01%	2514

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

John Overdeck's CSB Position: Q2 2026 in Review

John Overdeck reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 0.72% in Q2 2026, selling an estimated $6.39K and leaving 13,700 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

John Overdeck first reported a position in CSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2024. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

John Overdeck held 13,700 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $899K as of Q2 2026.
John Overdeck sold 100 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $6.39K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3700 holding.
John Overdeck first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2023 and has held it in 11 quarters since.
John Overdeck's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.03M 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 Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.