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

NewEdge 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	$32K	Sell	488 -127	-21%	-$8.12K	﹤0.01%	3233
2026 Q1	$38K	Sell	615 -36	-6%	-$2.23K	﹤0.01%	3007
2025 Q4	$38.2K	Sell	651 -163	-20%	-$9.52K	﹤0.01%	3039
2025 Q3	$48.2K	Sell	814 -85	-9%	-$4.95K	﹤0.01%	2837
2025 Q2	$49.8K	Sell	899 -870	-49%	-$47.4K	﹤0.01%	2661
2025 Q1	$102K	Sell	1,769 -23	-1%	-$1.36K	﹤0.01%	2286
2024 Q4	$106K	Buy	1,792 +1,304	+267%	+$79.1K	﹤0.01%	2260
2024 Q3	$28.7K	Hold	488	–	–	﹤0.01%	2614
2024 Q2	$26.1K	Hold	488	–	–	﹤0.01%	2548
2024 Q1	$27.3K	Hold	488	–	–	﹤0.01%	2512
2023 Q4	$27.3K	Hold	488	–	–	﹤0.01%	2455
2023 Q3	$23.9K	Sell	488 -434	-47%	-$22.4K	﹤0.01%	2337
2023 Q2	$47.3K	Buy	922 +434	+89%	+$21.9K	﹤0.01%	2095
2023 Q1	$25.3K	Hold	488	–	–	﹤0.01%	2253
2022 Q4	$25	Buy	+488	New	+$25.3K	﹤0.01%	3570
2017 Q3	–	Sell	-488	Closed	-$19.6K	–	510
2017 Q2	$19.6K	Buy	+488	New	+$19.6K	﹤0.01%	747

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

NewEdge Advisors's CSB Position: Q2 2026 in Review

NewEdge Advisors reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 21% in Q2 2026, selling an estimated $8.12K and leaving 488 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

NewEdge Advisors first reported a position in CSB in Q2 2017 and has held it in 16 quarters since. The position peaked at $106K in Q4 2024. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

NewEdge Advisors held 488 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $32K as of Q2 2026.
NewEdge Advisors sold 127 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $8.12K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3233 holding.
NewEdge Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $106K in Q4 2024.
57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.