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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
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
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 $316M AUM 29.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.01B AUM 26.85% 1-Year Est. Return

Medallion Wealth Advisors's CSB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 2.6% in Q1 2026, selling an estimated $9.1K and leaving 5,415 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #178.

Medallion Wealth Advisors first reported a position in CSB in Q4 2024 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Medallion Wealth Advisors held 5,415 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $334K as of Q1 2026.
  • Medallion Wealth Advisors sold 147 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $9.1K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q1 2026, its #178 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 6 quarters since.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.