Envestnet Asset Management
VSDA icon

Envestnet Asset Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Envestnet Asset Management’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
2024
Q4 		– Sell
-15,540
Closed -$826K – 4410
2024
Q3 		$826K Sell
15,540
-6,056
-28% -$308K ﹤0.01% 3239
2024
Q2 		$1.04M Buy
21,596
+6,399
+42% +$312K ﹤0.01% 3020
2024
Q1 		$765K Buy
+15,197
New +$732K ﹤0.01% 3196
2022
Q1 		– Sell
-7,007
Closed -$334K – 4072
2021
Q4 		$334K Buy
+7,007
New +$320K ﹤0.01% 3346

Other funds holding VSDA

PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Envestnet Asset Management's VSDA Position: Q4 2024 in Review

Envestnet Asset Management sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2024, closing a stake of 15,540 shares — an estimated $826K sold.

Envestnet Asset Management first reported a position in VSDA in Q4 2021 and held it in 4 quarters. The position peaked at $1.04M in Q2 2024. 47 funds tracked by Wall St. Rank hold VSDA as of Q4 2024.

  • Envestnet Asset Management reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 15,540 VictoryShares Dividend Accelerator ETF shares in Q4 2024, an estimated $826K.
  • Envestnet Asset Management first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2021 and held it in 4 quarters.
  • Envestnet Asset Management's VictoryShares Dividend Accelerator ETF position peaked at $1.04M in Q2 2024.
  • 47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.