Atria Investments’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Atria Investments’s Portfolio VSMV Stock Details VSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-45,680	Closed	-$1.77M	–	891
2023 Q1	$1.77M	Buy	45,680 +2,292	+5%	+$87.6K	0.03%	576
2022 Q4	$1.66M	Sell	43,388 -378	-0.9%	-$14.3K	0.03%	576
2022 Q3	$1.51M	Buy	43,766 +1,063	+2%	+$39.8K	0.03%	578
2022 Q2	$1.57M	Sell	42,703 -952	-2%	-$37.5K	0.03%	583
2022 Q1	$1.82M	Sell	43,655 -4,371	-9%	-$176K	0.03%	610
2021 Q4	$2.02M	Sell	48,026 -2,009	-4%	-$80.9K	0.04%	561
2021 Q3	$1.91M	Sell	50,035 -474	-0.9%	-$18.6K	0.03%	548
2021 Q2	$1.93M	Buy	50,509 +866	+2%	+$32.6K	0.04%	515
2021 Q1	$1.79M	Buy	49,643 +6,662	+15%	+$231K	0.04%	485
2020 Q4	$1.46M	Buy	42,981 +687	+2%	+$22.6K	0.04%	524
2020 Q3	$1.36M	Buy	+42,294	New	+$1.36M	0.04%	462

Other funds holding VSMV

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TWP

Tower Wealth Partners Lewisburg, Pennsylvania $181M AUM 17.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Atria Investments's VSMV Position: Q2 2023 in Review

Atria Investments sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q2 2023, closing a stake of 45,680 shares — an estimated $1.77M sold.

Atria Investments first reported a position in VSMV in Q3 2020 and held it in 11 quarters. The position peaked at $2.02M in Q4 2021. 22 funds tracked by Wall St. Rank hold VSMV as of Q2 2023.

Atria Investments reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q2 2023 after selling out during the quarter.
Atria Investments sold 45,680 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q2 2023, an estimated $1.77M.
Atria Investments first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q3 2020 and held it in 11 quarters.
Atria Investments's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $2.02M in Q4 2021.
22 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.