KWM
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Kingsview Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Kingsview Wealth Management’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
Q3 		– Sell
-3,765
Closed -$209K – 1214
2025
Q2 		$209K Buy
3,765
+14
+0.4% +$763 ﹤0.01% 1091
2025
Q1 		$215K Sell
3,751
-8
-0.2% -$475 ﹤0.01% 1015
2024
Q4 		$223K Sell
3,759
-42
-1% -$2.55K ﹤0.01% 1015
2024
Q3 		$223K Sell
3,801
-1,812
-32% -$103K ﹤0.01% 995
2024
Q2 		$300K Sell
5,613
-264
-4% -$14.3K 0.01% 835
2024
Q1 		$329K Sell
5,877
-788
-12% -$42.5K 0.01% 788
2023
Q4 		$373K Sell
6,665
-1,886
-22% -$95.6K 0.01% 709
2023
Q3 		$419K Buy
8,551
+430
+5% +$22.2K 0.02% 666
2023
Q2 		$417K Sell
8,121
-949
-10% -$47.9K 0.02% 641
2023
Q1 		$471K Sell
9,070
-30
-0.3% -$1.63K 0.02% 592
2022
Q4 		$469K Buy
9,100
+733
+9% +$38K 0.02% 522
2022
Q3 		$388K Sell
8,367
-137
-2% -$7.28K 0.02% 568
2022
Q2 		$445K Buy
8,504
+362
+4% +$20K 0.02% 563
2022
Q1 		$476K Sell
8,142
-297
-4% -$17.7K 0.02% 582
2021
Q4 		$519K Buy
8,439
+125
+2% +$7.53K 0.02% 563
2021
Q3 		$478K Buy
8,314
+985
+13% +$57.9K 0.02% 560
2021
Q2 		$444K Buy
7,329
+3,442
+89% +$209K 0.02% 591
2021
Q1 		$231K Buy
+3,887
New +$217K 0.01% 727
2020
Q4 		– Sell
-7,021
Closed -$265K – 734
2020
Q3 		$265K Buy
+7,021
New +$267K 0.02% 505

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kingsview Wealth Management's CSB Position: Q3 2025 in Review

Kingsview Wealth Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2025, closing a stake of 3,765 shares — an estimated $209K sold.

Kingsview Wealth Management first reported a position in CSB in Q3 2020 and held it in 19 quarters. The position peaked at $519K in Q4 2021. 60 funds tracked by Wall St. Rank hold CSB as of Q3 2025.

  • Kingsview Wealth Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,765 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2025, an estimated $209K.
  • Kingsview Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2020 and held it in 19 quarters.
  • Kingsview Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $519K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.