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

Nvest Financial’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	$7.29M	Buy	111,105 +89	+0.1%	+$5.69K	2.3%	10
2026 Q1	$6.86M	Buy	111,016 +96,718	+676%	+$5.99M	2.55%	8
2025 Q4	$838K	Buy	14,298 +5,254	+58%	+$307K	0.35%	62
2025 Q3	$535K	Buy	9,044 +4,167	+85%	+$242K	0.31%	66
2025 Q2	$270K	Buy	+4,877	New	+$266K	0.14%	95

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Nvest Financial's CSB Position: Q2 2026 in Review

Nvest Financial increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 0.08% in Q2 2026, buying an estimated $5.69K and bringing the position to 111,105 shares worth $7.29M. The position accounts for 2.3% of the portfolio, ranked #10.

Nvest Financial first reported a position in CSB in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

Nvest Financial held 111,105 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $7.29M as of Q2 2026.
Nvest Financial bought 89 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $5.69K.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up 2.3% of Nvest Financial's portfolio in Q2 2026, its #10 holding.
Nvest Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2025 and has held it in 5 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 Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.