Wealth Enhancement Advisory Services’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	–	Sell	-3,163	Closed	-$208K	–	4270
2026 Q2	$208K	Buy	+3,163	New	+$202K	﹤0.01%	3551
2025 Q4	–	Sell	-3,763	Closed	-$221K	–	3690
2025 Q3	$221K	Buy	3,763 +33	+0.9%	+$1.92K	﹤0.01%	3043
2025 Q2	$215K	Buy	+3,730	New	+$203K	﹤0.01%	2927
2025 Q1	–	Sell	-4,413	Closed	-$262K	–	3018
2024 Q4	$262K	Sell	4,413 -1,361	-24%	-$82.5K	﹤0.01%	2489
2024 Q3	$339K	Sell	5,774 -3,338	-37%	-$190K	﹤0.01%	2087
2024 Q2	$487K	Buy	9,112 +3,061	+51%	+$166K	﹤0.01%	1661
2024 Q1	$339K	Sell	6,051 -41,037	-87%	-$2.21M	﹤0.01%	1835
2023 Q4	$2.64M	Sell	47,088 -10,271	-18%	-$520K	0.01%	806
2023 Q3	$2.81M	Buy	+57,359	New	+$2.97M	0.01%	740

Other funds holding CSB

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q3 2026, closing a stake of 3,163 shares — an estimated $208K sold.

Wealth Enhancement Advisory Services first reported a position in CSB in Q3 2023 and held it in 9 quarters. The position peaked at $2.81M in Q3 2023. 7 funds tracked by Wall St. Rank hold CSB as of Q3 2026.

Wealth Enhancement Advisory Services reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 3,163 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q3 2026, an estimated $208K.
Wealth Enhancement Advisory Services first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2023 and held it in 9 quarters.
Wealth Enhancement Advisory Services's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $2.81M in Q3 2023.
7 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.