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

Sovran 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 		$543K Sell
8,361
-128
-2% -$7.92K 0.04% 346
2025
Q4 		$522K Sell
8,489
-695
-8% -$40.6K 0.04% 336
2025
Q3 		$524K Sell
9,184
-458
-5% -$26.6K 0.05% 330
2025
Q2 		$555K Buy
9,642
+1,745
+22% +$95.1K 0.06% 298
2025
Q1 		$417K Buy
7,897
+353
+5% +$21K 0.05% 318
2024
Q4 		$452K Buy
+7,544
New +$457K 0.06% 275

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

Sovran Advisors's CSB Position: Q1 2026 in Review

Sovran Advisors reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 1.5% in Q1 2026, selling an estimated $7.92K and leaving 8,361 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #346.

Sovran Advisors first reported a position in CSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $555K in Q2 2025. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Sovran Advisors held 8,361 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $543K as of Q1 2026.
  • Sovran Advisors sold 128 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $7.92K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.04% of Sovran Advisors's portfolio in Q1 2026, its #346 holding.
  • Sovran Advisors first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
  • Sovran Advisors's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $555K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.