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Salem Investment Counselors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-200
Closed -$11.8K – 557
2025
Q3 		$11.8K Hold
200
– – ﹤0.01% 853
2025
Q2 		$11.1K Hold
200
– – ﹤0.01% 840
2025
Q1 		$11.5K Hold
200
– – ﹤0.01% 817
2024
Q4 		$11.9K Hold
200
– – ﹤0.01% 806
2024
Q3 		$11.8K Hold
200
– – ﹤0.01% 822
2024
Q2 		$10.7K Hold
200
– – ﹤0.01% 831
2024
Q1 		$11.2K Buy
+200
New +$10.8K ﹤0.01% 813

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Salem Investment Counselors's CSB Position: Q4 2025 in Review

Salem Investment Counselors sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2025, closing a stake of 200 shares — an estimated $11.8K sold.

Salem Investment Counselors first reported a position in CSB in Q1 2024 and held it in 7 quarters. The position peaked at $11.9K in Q4 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q4 2025.

  • Salem Investment Counselors reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 200 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2025, an estimated $11.8K.
  • Salem Investment Counselors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2024 and held it in 7 quarters.
  • Salem Investment Counselors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $11.9K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.