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

Pacific Sun 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
Q1 		$661K Sell
10,710
-165
-2% -$10.2K 0.32% 95
2025
Q4 		$637K Sell
10,875
-620
-5% -$36.2K 0.31% 93
2025
Q3 		$680K Sell
11,495
-550
-5% -$32K 0.33% 87
2025
Q2 		$667K Sell
12,045
-1,280
-10% -$69.8K 0.35% 82
2025
Q1 		$765K Sell
13,325
-220
-2% -$13.1K 0.44% 69
2024
Q4 		$805K Sell
13,545
-610
-4% -$37K 0.44% 71
2024
Q3 		$832K Sell
14,155
-820
-5% -$46.7K 0.46% 65
2024
Q2 		$800K Sell
14,975
-900
-6% -$48.7K 0.47% 64
2024
Q1 		$890K Sell
15,875
-115
-0.7% -$6.2K 0.52% 56
2023
Q4 		$895K Sell
15,990
-399
-2% -$20.2K 0.57% 53
2023
Q3 		$803K Sell
16,389
-1,000
-6% -$51.7K 0.56% 55
2023
Q2 		$902K Buy
+17,389
New +$878K 0.6% 52
2022
Q4 		$885K Sell
17,159
-335
-2% -$17.3K 0.62% 50
2022
Q3 		$810K Buy
17,494
+965
+6% +$51.3K 0.57% 60
2022
Q2 		$865K Buy
16,529
+1,745
+12% +$96.4K 0.57% 60
2022
Q1 		$864K Buy
14,784
+2,470
+20% +$147K 0.47% 68
2021
Q4 		$757K Buy
12,314
+2,210
+22% +$133K 0.4% 78
2021
Q3 		$580K Buy
+10,104
New +$594K 0.33% 92

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

Pacific Sun Financial's CSB Position: Q1 2026 in Review

Pacific Sun Financial reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 1.5% in Q1 2026, selling an estimated $10.2K and leaving 10,710 shares worth $661K. The position accounts for 0.32% of the portfolio, ranked #95.

Pacific Sun Financial first reported a position in CSB in Q3 2021 and has held it in 18 quarters since. The position peaked at $902K in Q2 2023. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Pacific Sun Financial held 10,710 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $661K as of Q1 2026.
  • Pacific Sun Financial sold 165 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $10.2K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.32% of Pacific Sun Financial's portfolio in Q1 2026, its #95 holding.
  • Pacific Sun Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2021 and has held it in 18 quarters since.
  • Pacific Sun Financial's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $902K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.