Western Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Western Wealth Management’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 Q2	$343K	Buy	5,227 +2	+0%	+$128	0.01%	784
2026 Q1	$323K	Sell	5,225 -273	-5%	-$16.9K	0.01%	773
2025 Q4	$322K	Sell	5,498 -15	-0.3%	-$876	0.01%	637
2025 Q3	$326K	Sell	5,513 -329	-6%	-$19.1K	0.02%	573
2025 Q2	$324K	Buy	5,842 +3	+0.1%	+$163	0.02%	536
2025 Q1	$335K	Buy	5,839 +3	+0.1%	+$178	0.02%	500
2024 Q4	$347K	Sell	5,836 -31	-0.5%	-$1.88K	0.02%	559
2024 Q3	$345K	Sell	5,867 -307	-5%	-$17.5K	0.02%	557
2024 Q2	$330K	Sell	6,174 -318	-5%	-$17.2K	0.02%	463
2024 Q1	$364K	Sell	6,492 -11,416	-64%	-$615K	0.03%	447
2023 Q4	$1M	Sell	17,908 -3,566	-17%	-$181K	0.07%	278
2023 Q3	$1.05M	Sell	21,474 -3,478	-14%	-$180K	0.09%	236
2023 Q2	$1.28M	Buy	24,952 +801	+3%	+$40.5K	0.11%	197
2023 Q1	$1.25M	Buy	24,151 +1,569	+7%	+$85.1K	0.12%	188
2022 Q4	$1.16M	Sell	22,582 -15,589	-41%	-$807K	0.12%	190
2022 Q3	$1.76M	Buy	38,171 +46	+0.1%	+$2.44K	0.1%	203
2022 Q2	$1.99M	Buy	38,125 +17,698	+87%	+$978K	0.11%	184
2022 Q1	$1.19M	Buy	20,427 +12,430	+155%	+$740K	0.06%	306
2021 Q4	$490K	Buy	+7,997	New	+$482K	0.05%	333
2021 Q2	$328K	Buy	+5,498	New	+$335K	0.03%	466

Other funds holding CSB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.01B AUM 17.58% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Western Wealth Management's CSB Position: Q2 2026 in Review

Western Wealth Management increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 0.04% in Q2 2026, buying an estimated $128 and bringing the position to 5,227 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #784.

Western Wealth Management first reported a position in CSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.99M in Q2 2022. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

Western Wealth Management held 5,227 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $343K as of Q2 2026.
Western Wealth Management bought 2 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $128.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #784 holding.
Western Wealth Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2021 and has held it in 20 quarters since.
Western Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.99M in Q2 2022.
57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.