CreativeOne Wealth’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

CreativeOne Wealth’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
2022 Q2	–	Sell	-5,255	Closed	-$243K	–	815
2022 Q1	$243K	Sell	5,255 -1,104	-17%	-$49.8K	0.01%	645
2021 Q4	$303K	Sell	6,359 -2,876	-31%	-$132K	0.02%	589
2021 Q3	$398K	Sell	9,235 -3,006	-25%	-$136K	0.02%	468
2021 Q2	$541K	Buy	12,241 +1,410	+13%	+$61.3K	0.03%	366
2021 Q1	$450K	Sell	10,831 -124	-1%	-$4.95K	0.03%	350
2020 Q4	$434K	Buy	10,955 +2,533	+30%	+$96.7K	0.04%	308
2020 Q3	$305K	Buy	+8,422	New	+$297K	0.04%	203

Other funds holding VSDA

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

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

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

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CreativeOne Wealth's VSDA Position: Q2 2022 in Review

CreativeOne Wealth sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q2 2022, closing a stake of 5,255 shares — an estimated $243K sold.

CreativeOne Wealth first reported a position in VSDA in Q3 2020 and held it in 7 quarters. The position peaked at $541K in Q2 2021. 46 funds tracked by Wall St. Rank hold VSDA as of Q2 2022.

CreativeOne Wealth reported no remaining VictoryShares Dividend Accelerator ETF position as of Q2 2022 after selling out during the quarter.
CreativeOne Wealth sold 5,255 VictoryShares Dividend Accelerator ETF shares in Q2 2022, an estimated $243K.
CreativeOne Wealth first reported a position in VictoryShares Dividend Accelerator ETF in Q3 2020 and held it in 7 quarters.
CreativeOne Wealth's VictoryShares Dividend Accelerator ETF position peaked at $541K in Q2 2021.
46 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.