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Atria Wealth Solutions’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-28,212
Closed -$1.22M – 2028
2023
Q3 		$1.22M Buy
28,212
+3,334
+13% +$152K 0.02% 725
2023
Q2 		$1.15M Buy
24,878
+6,339
+34% +$285K 0.02% 788
2023
Q1 		$839K Buy
+18,539
New +$836K 0.01% 862

Other funds holding VSDA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return

Atria Wealth Solutions's VSDA Position: Q4 2023 in Review

Atria Wealth Solutions sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2023, closing a stake of 28,212 shares — an estimated $1.22M sold.

Atria Wealth Solutions first reported a position in VSDA in Q1 2023 and held it in 3 quarters. The position peaked at $1.22M in Q3 2023. 41 funds tracked by Wall St. Rank hold VSDA as of Q4 2023.

  • Atria Wealth Solutions reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,212 VictoryShares Dividend Accelerator ETF shares in Q4 2023, an estimated $1.22M.
  • Atria Wealth Solutions first reported a position in VictoryShares Dividend Accelerator ETF in Q1 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's VictoryShares Dividend Accelerator ETF position peaked at $1.22M in Q3 2023.
  • 41 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.