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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
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
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
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 $837M AUM 21.63% 1-Year Est. Return

NewEdge Advisors's CSB Position: Q1 2026 in Review

NewEdge Advisors reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 5.5% in Q1 2026, selling an estimated $2.23K and leaving 615 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

NewEdge Advisors first reported a position in CSB in Q2 2017 and has held it in 15 quarters since. The position peaked at $106K in Q4 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • NewEdge Advisors held 615 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $38K as of Q1 2026.
  • NewEdge Advisors sold 36 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $2.23K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3007 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 15 quarters since.
  • NewEdge Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $106K 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.