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Avantax Advisory Services’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Avantax Advisory Services’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
2021
Q4 		– Sell
-7,908
Closed -$344K – 1284
2021
Q3 		$344K Buy
+7,908
New +$357K 0.01% 864

Other funds holding VSDA

Victory Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's VSDA Position: Q4 2021 in Review

Avantax Advisory Services sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2021, closing a stake of 7,908 shares — an estimated $344K sold.

Avantax Advisory Services first reported a position in VSDA in Q3 2021 and held it in 1 quarter. The position peaked at $344K in Q3 2021. 45 funds tracked by Wall St. Rank hold VSDA as of Q4 2021.

  • Avantax Advisory Services reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 7,908 VictoryShares Dividend Accelerator ETF shares in Q4 2021, an estimated $344K.
  • Avantax Advisory Services first reported a position in VictoryShares Dividend Accelerator ETF in Q3 2021 and held it in 1 quarter.
  • Avantax Advisory Services's VictoryShares Dividend Accelerator ETF position peaked at $344K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.