LPL Financial
CSB icon

LPL Financial’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

LPL Financial’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 		$5.75M Buy
93,184
+1,501
+2% +$92.9K ﹤0.01% 2503
2025
Q4 		$5.37M Sell
91,683
-3,538
-4% -$207K ﹤0.01% 2476
2025
Q3 		$5.63M Sell
95,221
-21,015
-18% -$1.22M ﹤0.01% 2360
2025
Q2 		$6.44M Buy
116,236
+4,242
+4% +$231K ﹤0.01% 2105
2025
Q1 		$6.43M Buy
111,994
+5,747
+5% +$341K ﹤0.01% 1940
2024
Q4 		$6.31M Sell
106,247
-2,145
-2% -$130K ﹤0.01% 1882
2024
Q3 		$6.37M Sell
108,392
-12,538
-10% -$714K ﹤0.01% 1789
2024
Q2 		$6.46M Sell
120,930
-6,596
-5% -$357K ﹤0.01% 1662
2024
Q1 		$7.15M Buy
127,526
+6,473
+5% +$349K ﹤0.01% 1543
2023
Q4 		$6.78M Sell
121,053
-59,699
-33% -$3.03M ﹤0.01% 1490
2023
Q3 		$8.85M Buy
180,752
+12,555
+7% +$649K 0.01% 1232
2023
Q2 		$8.64M Sell
168,197
-9,308
-5% -$470K 0.01% 1217
2023
Q1 		$9.21M Buy
177,505
+1,147
+0.7% +$62.2K 0.01% 1140
2022
Q4 		$9.1M Buy
176,358
+87,932
+99% +$4.55M 0.01% 1081
2022
Q3 		$4.1M Buy
88,426
+17,545
+25% +$933K ﹤0.01% 1516
2022
Q2 		$3.71M Sell
70,881
-13,593
-16% -$751K ﹤0.01% 1590
2022
Q1 		$4.94M Sell
84,474
-13,405
-14% -$798K ﹤0.01% 1449
2021
Q4 		$6.02M Buy
97,879
+10,337
+12% +$623K 0.01% 1335
2021
Q3 		$5.03M Buy
87,542
+34,265
+64% +$2.01M ﹤0.01% 1386
2021
Q2 		$3.2M Buy
53,277
+10,251
+24% +$624K ﹤0.01% 1644
2021
Q1 		$2.54M Buy
43,026
+8,798
+26% +$492K ﹤0.01% 1670
2020
Q4 		$1.71M Sell
34,228
-4,063
-11% -$180K ﹤0.01% 1775
2020
Q3 		$1.44M Sell
38,291
-14,000
-27% -$533K ﹤0.01% 1655
2020
Q2 		$1.92M Sell
52,291
-11,392
-18% -$390K ﹤0.01% 1366
2020
Q1 		$1.99M Sell
63,683
-25,826
-29% -$1.06M ﹤0.01% 1194
2019
Q4 		$4.21M Buy
89,509
+8,346
+10% +$382K 0.01% 915
2019
Q3 		$3.61M Sell
81,163
-55,394
-41% -$2.42M 0.01% 939
2019
Q2 		$6.05M Buy
136,557
+2,289
+2% +$101K 0.01% 710
2019
Q1 		$5.89M Buy
134,268
+54,350
+68% +$2.37M 0.01% 696
2018
Q4 		$3.21M Buy
79,918
+4,332
+6% +$189K 0.01% 876
2018
Q3 		$3.56M Sell
75,586
-415
-0.5% -$19.7K 0.01% 886
2018
Q2 		$3.5M Buy
76,001
+4,051
+6% +$180K 0.01% 870
2018
Q1 		$3.07M Buy
71,950
+4,717
+7% +$206K 0.01% 901
2017
Q4 		$3M Buy
67,233
+553
+0.8% +$24K 0.01% 861
2017
Q3 		$2.83M Buy
66,680
+732
+1% +$29.6K 0.01% 824
2017
Q2 		$2.67M Sell
65,948
-8,006
-11% -$322K 0.01% 791
2017
Q1 		$2.95M Buy
73,954
+30,604
+71% +$1.24M 0.02% 643
2016
Q4 		$1.81M Buy
43,350
+18,381
+74% +$719K 0.01% 864
2016
Q3 		$910K Buy
24,969
+5,059
+25% +$185K 0.01% 1266
2016
Q2 		$699K Buy
19,910
+9,877
+98% +$344K 0.01% 1415
2016
Q1 		$342K Buy
+10,033
New +$322K ﹤0.01% 2412

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
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 $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

LPL Financial's CSB Position: Q1 2026 in Review

LPL Financial increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 1.6% in Q1 2026, buying an estimated $92.9K and bringing the position to 93,184 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

LPL Financial first reported a position in CSB in Q1 2016 and has held it in 41 quarters since. The position peaked at $9.21M in Q1 2023. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • LPL Financial held 93,184 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $5.75M as of Q1 2026.
  • LPL Financial bought 1,501 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $92.9K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2503 holding.
  • LPL Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2016 and has held it in 41 quarters since.
  • LPL Financial's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $9.21M in Q1 2023.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.