WWM
CSB icon

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
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% 476
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
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

Western Wealth Management's CSB Position: Q1 2026 in Review

Western Wealth Management reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 5% in Q1 2026, selling an estimated $16.9K and leaving 5,225 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #773.

Western Wealth Management first reported a position in CSB in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q2 2022. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Western Wealth Management held 5,225 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $323K as of Q1 2026.
  • Western Wealth Management sold 273 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $16.9K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #773 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 19 quarters since.
  • Western Wealth Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.99M in Q2 2022.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.