Oxinas Partners Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Oxinas Partners Wealth Management’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
2025 Q3	–	Sell	-24,140	Closed	-$1.34M	–	124
2025 Q2	$1.34M	Buy	24,140 +1,395	+6%	+$76K	0.69%	39
2025 Q1	$1.31M	Buy	22,745 +4,693	+26%	+$279K	0.77%	36
2024 Q4	$1.07M	Buy	18,052 +2,064	+13%	+$125K	0.63%	40
2024 Q3	$939K	Buy	15,988 +5,579	+54%	+$318K	0.58%	49
2024 Q2	$556K	Buy	10,409 +5,002	+93%	+$271K	0.37%	63
2024 Q1	$303K	Buy	5,407 +974	+22%	+$52.5K	0.2%	94
2023 Q4	$248K	Buy	+4,433	New	+$225K	0.18%	97
2021 Q4	–	Sell	-52,156	Closed	-$3M	–	157
2021 Q3	$3M	Sell	52,156 -31,316	-38%	-$1.84M	1.74%	13
2021 Q2	$5.02M	Sell	83,472 -5,355	-6%	-$326K	2.87%	7
2021 Q1	$5.24M	Buy	+88,827	New	+$4.96M	3.33%	2

Other funds holding CSB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oxinas Partners Wealth Management's CSB Position: Q3 2025 in Review

Oxinas Partners Wealth Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2025, closing a stake of 24,140 shares — an estimated $1.34M sold.

Oxinas Partners Wealth Management first reported a position in CSB in Q1 2021 and held it in 10 quarters. The position peaked at $5.24M in Q1 2021. 60 funds tracked by Wall St. Rank hold CSB as of Q3 2025.

Oxinas Partners Wealth Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2025 after selling out during the quarter.
Oxinas Partners Wealth Management sold 24,140 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2025, an estimated $1.34M.
Oxinas Partners Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2021 and held it in 10 quarters.
Oxinas Partners Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $5.24M in Q1 2021.
60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.