APFP
VSDA icon

Action Point Financial Planning’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Action Point Financial Planning’s Portfolio VSDA Stock Details VSDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.82M Buy
+100,074
New +$5.58M 0.59% 44

Other funds holding VSDA

GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Action Point Financial Planning's VSDA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VictoryShares Dividend Accelerator ETF (VSDA) in Q2 2026: 100,074 shares worth $5.82M. The stake represents 0.59% of the portfolio and ranks #44 among its holdings.

49 funds tracked by Wall St. Rank hold VSDA as of Q2 2026.

  • Action Point Financial Planning held 100,074 shares of VictoryShares Dividend Accelerator ETF worth $5.82M as of Q2 2026.
  • VictoryShares Dividend Accelerator ETF was a new Action Point Financial Planning position in Q2 2026.
  • VictoryShares Dividend Accelerator ETF made up 0.59% of Action Point Financial Planning's portfolio in Q2 2026, its #44 holding.
  • 49 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.