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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.75B AUM 20.59% 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.