Ahrens Investment Partners’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$9.05K	Buy	+200	New	+$9.02K	﹤0.01%	656
2022 Q3	–	Sell	-1,100	Closed	-$46K	–	895
2022 Q2	$46K	Hold	1,100	–	–	0.02%	345
2022 Q1	$51K	Hold	1,100	–	–	0.02%	390
2021 Q4	$52K	Buy	+1,100	New	+$50.3K	0.02%	400
2020 Q2	–	Sell	-8,150	Closed	-$235K	–	176
2020 Q1	$235K	Sell	8,150 -34,000	-81%	-$1.15M	0.17%	101
2019 Q4	$1.51M	Buy	+42,150	New	+$1.47M	0.63%	41

Other funds holding VSDA

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Ahrens Investment Partners's VSDA Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in VictoryShares Dividend Accelerator ETF (VSDA) in Q1 2023: 200 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VSDA as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VSDA in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2019. 42 funds tracked by Wall St. Rank hold VSDA as of Q1 2023.

Ahrens Investment Partners held 200 shares of VictoryShares Dividend Accelerator ETF worth $9.05K as of Q1 2023.
VictoryShares Dividend Accelerator ETF was a new Ahrens Investment Partners position in Q1 2023.
VictoryShares Dividend Accelerator ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #656 holding.
Ahrens Investment Partners first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2019 and has held it in 6 quarters since.
Ahrens Investment Partners's VictoryShares Dividend Accelerator ETF position peaked at $1.51M in Q4 2019.
42 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.