Medallion Wealth Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Medallion Wealth 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	$355K	Hold	5,415	–	–	0.11%	169
2026 Q1	$334K	Sell	5,415 -147	-3%	-$9.1K	0.11%	178
2025 Q4	$326K	Buy	5,562 +33	+0.6%	+$1.93K	0.11%	177
2025 Q3	$327K	Sell	5,529 -83	-1%	-$4.83K	0.12%	171
2025 Q2	$319K	Hold	5,612	–	–	0.12%	166
2025 Q1	$323K	Sell	5,612 -3	-0.1%	-$178	0.15%	147
2024 Q4	$334K	Buy	+5,615	New	+$340K	0.17%	129

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

Medallion Wealth Advisors's CSB Position: Q2 2026 in Review

Medallion Wealth Advisors held its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) position steady in Q2 2026 at 5,415 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #169.

Medallion Wealth Advisors first reported a position in CSB in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

Medallion Wealth Advisors held 5,415 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $355K as of Q2 2026.
Medallion Wealth Advisors left its VictoryShares US Small Cap High Div Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Medallion Wealth Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.