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

PFG 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 		– Sell
-11,116
Closed -$652K – 798
2025
Q4 		$652K Sell
11,116
-2,206
-17% -$129K 0.03% 467
2025
Q3 		$788K Buy
13,322
+1,254
+10% +$73K 0.03% 443
2025
Q2 		$669K Sell
12,068
-259
-2% -$14.1K 0.03% 365
2025
Q1 		$708K Buy
12,327
+139
+1% +$8.25K 0.04% 395
2024
Q4 		$724K Buy
12,188
+100
+0.8% +$6.06K 0.04% 380
2024
Q3 		$710K Buy
12,088
+2,073
+21% +$118K 0.04% 365
2024
Q2 		$535K Buy
10,015
+6,003
+150% +$325K 0.04% 407
2024
Q1 		$225K Sell
4,012
-328
-8% -$17.7K 0.02% 597
2023
Q4 		$243K Sell
4,340
-313
-7% -$15.9K 0.02% 543
2023
Q3 		$228K Sell
4,653
-15
-0.3% -$776 0.02% 539
2023
Q2 		$240K Buy
+4,668
New +$236K 0.02% 596

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 $1.01B AUM 26.85% 1-Year Est. Return

PFG Advisors's CSB Position: Q1 2026 in Review

PFG Advisors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2026, closing a stake of 11,116 shares — an estimated $652K sold.

PFG Advisors first reported a position in CSB in Q2 2023 and held it in 11 quarters. The position peaked at $788K in Q3 2025. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • PFG Advisors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
  • PFG Advisors sold 11,116 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $652K.
  • PFG Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2023 and held it in 11 quarters.
  • PFG Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $788K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on PFG Advisors's 13F filing for Q1 2026, filed 5 May 2026.