Athena Wealth Management
VSDA icon

Athena Wealth Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Athena Wealth Management’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
Q3 		$378K Buy
6,731
+1
+0% +$59 0.27% 75
2026
Q2 		$392K Sell
6,730
-36
-0.5% -$2.01K 0.29% 65
2026
Q1 		$369K Sell
6,766
-152
-2% -$8.51K 0.3% 72
2025
Q4 		$365K Buy
+6,918
New +$365K 0.35% 65

Other funds holding VSDA

Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DDD Partners
DDD Partners Bellevue, Washington $1.75B AUM 20.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Landmark Wealth Management (New York)
Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
QTR Family Wealth
QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return
Invariant Investment Management
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Athena Wealth Management's VSDA Position: Q3 2026 in Review

Athena Wealth Management increased its VictoryShares Dividend Accelerator ETF (VSDA) stake by 0.01% in Q3 2026, buying an estimated $59 and bringing the position to 6,731 shares worth $378K. The position accounts for 0.27% of the portfolio, ranked #75.

Athena Wealth Management first reported a position in VSDA in Q4 2025 and has held it in 4 quarters since. The position peaked at $392K in Q2 2026. 15 funds tracked by Wall St. Rank hold VSDA as of Q3 2026.

  • Athena Wealth Management held 6,731 shares of VictoryShares Dividend Accelerator ETF worth $378K as of Q3 2026.
  • Athena Wealth Management bought 1 VictoryShares Dividend Accelerator ETF share in Q3 2026, an estimated $59.
  • VictoryShares Dividend Accelerator ETF made up 0.27% of Athena Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Athena Wealth Management first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's VictoryShares Dividend Accelerator ETF position peaked at $392K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.