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

Atria Wealth Solutions’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
2025 Q2	$425K	Buy	8,630 +29	+0.3%	+$1.39K	0.01%	992
2025 Q1	$417K	Buy	8,601 +18	+0.2%	+$877	0.01%	1285
2024 Q4	$412K	Buy	8,583 +28	+0.3%	+$1.37K	﹤0.01%	1374
2024 Q3	$416K	Buy	8,555 +25	+0.3%	+$1.18K	﹤0.01%	1332
2024 Q2	$388K	Sell	8,530 -186	-2%	-$8.26K	﹤0.01%	1359
2024 Q1	$394K	Buy	8,716 +24	+0.3%	+$1.05K	﹤0.01%	1373
2023 Q4	$366K	Buy	8,692 +495	+6%	+$20.1K	﹤0.01%	1364
2023 Q3	$322K	Buy	8,197 +226	+3%	+$9.14K	﹤0.01%	1369
2023 Q2	$324K	Buy	7,971 +632	+9%	+$24.9K	﹤0.01%	1387
2023 Q1	$284K	Buy	7,339 +526	+8%	+$20.1K	﹤0.01%	1451
2022 Q4	$260K	Buy	6,813 +41	+0.6%	+$1.55K	﹤0.01%	1440
2022 Q3	$234K	Buy	6,772 +626	+10%	+$23.4K	﹤0.01%	1463
2022 Q2	$225K	Buy	6,146 +824	+15%	+$32.5K	﹤0.01%	1382
2022 Q1	$221K	Buy	+5,322	New	+$215K	﹤0.01%	1527

Other funds holding VSMV

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

TWP

Tower Wealth Partners Lewisburg, Pennsylvania $203M AUM 21.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Atria Wealth Solutions's VSMV Position: Q2 2025 in Review

Atria Wealth Solutions increased its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 0.34% in Q2 2025, buying an estimated $1.39K and bringing the position to 8,630 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #992.

Atria Wealth Solutions first reported a position in VSMV in Q1 2022 and has held it in 14 quarters since. 27 funds tracked by Wall St. Rank hold VSMV as of Q2 2025.

Atria Wealth Solutions held 8,630 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $425K as of Q2 2025.
Atria Wealth Solutions bought 29 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q2 2025, an estimated $1.39K.
VictoryShares US Multi-Factor Minimum Volatility ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #992 holding.
Atria Wealth Solutions first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q1 2022 and has held it in 14 quarters since.
27 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.