Steward Partners Investment Advisory’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Steward Partners Investment Advisory’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	$27.5K	Hold	445	–	–	﹤0.01%	3091
2025 Q4	$26.1K	Hold	445	–	–	﹤0.01%	3022
2025 Q3	$26.3K	Hold	445	–	–	﹤0.01%	2954
2025 Q2	$24.7K	Hold	445	–	–	﹤0.01%	2820
2025 Q1	$25.5K	Hold	445	–	–	﹤0.01%	2690
2024 Q4	$26.4K	Hold	445	–	–	﹤0.01%	2646
2024 Q3	$26.1K	Hold	445	–	–	﹤0.01%	2543
2024 Q2	$23.8K	Hold	445	–	–	﹤0.01%	2450
2024 Q1	$24.9K	Hold	445	–	–	﹤0.01%	2429
2023 Q4	$24.9K	Hold	445	–	–	﹤0.01%	2303
2023 Q3	$21.8K	Hold	445	–	–	﹤0.01%	2266
2023 Q2	$22.8K	Sell	445 -340	-43%	-$17.2K	﹤0.01%	2227
2023 Q1	$40.7K	Sell	785 -10,940	-93%	-$594K	﹤0.01%	1948
2022 Q4	$605K	Sell	11,725 -3,450	-23%	-$179K	0.01%	827
2022 Q3	$703K	Sell	15,175 -6,088	-29%	-$324K	0.01%	746
2022 Q2	$1.11M	Sell	21,263 -2,728	-11%	-$151K	0.02%	600
2022 Q1	$1.4M	Buy	23,991 +5,214	+28%	+$310K	0.02%	589
2021 Q4	$1.15M	Buy	18,777 +8,041	+75%	+$484K	0.02%	647
2021 Q3	$617K	Buy	10,736 +4,616	+75%	+$271K	0.01%	842
2021 Q2	$368K	Buy	6,120 +5,820	+1,940%	+$354K	0.01%	1069
2021 Q1	$17.7K	Buy	+300	New	+$16.8K	﹤0.01%	2532

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

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's CSB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) position steady in Q1 2026 at 445 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Steward Partners Investment Advisory first reported a position in CSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q1 2022. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

Steward Partners Investment Advisory held 445 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $27.5K as of Q1 2026.
Steward Partners Investment Advisory left its VictoryShares US Small Cap High Div Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3091 holding.
Steward Partners Investment Advisory first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.4M in Q1 2022.
60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.