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

Mariner’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	$433K	Sell	7,009 -29	-0.4%	-$1.79K	﹤0.01%	2594
2025 Q4	$412K	Buy	7,038 +4	+0.1%	+$234	﹤0.01%	2592
2025 Q3	$416K	Buy	7,034 +167	+2%	+$9.72K	﹤0.01%	2570
2025 Q2	$380K	Sell	6,867 -650	-9%	-$35.4K	﹤0.01%	2534
2025 Q1	$432K	Sell	7,517 -192	-2%	-$11.4K	﹤0.01%	2322
2024 Q4	$458K	Buy	7,709 +3,041	+65%	+$184K	﹤0.01%	2268
2024 Q3	$274K	Sell	4,668 -20	-0.4%	-$1.14K	﹤0.01%	2657
2024 Q2	$251K	Buy	+4,688	New	+$254K	﹤0.01%	2595
2023 Q1	–	Sell	-4,543	Closed	-$234K	–	2810
2022 Q4	$234K	Buy	+4,543	New	+$235K	﹤0.01%	2230

Other funds holding CSB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Mariner's CSB Position: Q1 2026 in Review

Mariner reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 0.41% in Q1 2026, selling an estimated $1.79K and leaving 7,009 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Mariner first reported a position in CSB in Q4 2022 and has held it in 9 quarters since. The position peaked at $458K in Q4 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

Mariner held 7,009 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $433K as of Q1 2026.
Mariner sold 29 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $1.79K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2594 holding.
Mariner first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2022 and has held it in 9 quarters since.
Mariner's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $458K in Q4 2024.
60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.