Integrated Wealth Concepts
VSDA icon

Integrated Wealth Concepts’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$849K Sell
14,592
-124
-0.8% -$6.91K 0.01% 1316
2026
Q1 		$802K Buy
14,716
+4,660
+46% +$261K 0.01% 1248
2025
Q4 		$531K Buy
10,056
+125
+1% +$6.59K 0.01% 1062
2025
Q3 		$531K Sell
9,931
-1,228
-11% -$65.6K ﹤0.01% 1305
2025
Q2 		$578K Sell
11,159
-129
-1% -$6.47K 0.01% 1188
2025
Q1 		$583K Buy
11,288
+38
+0.3% +$1.96K 0.01% 1079
2024
Q4 		$572K Sell
11,250
-143
-1% -$7.58K 0.01% 1073
2024
Q3 		$605K Buy
11,393
+58
+0.5% +$2.95K 0.01% 1003
2024
Q2 		$548K Buy
11,335
+123
+1% +$6K 0.01% 1006
2024
Q1 		$564K Buy
11,212
+645
+6% +$31K 0.01% 1002
2023
Q4 		$503K Buy
10,567
+76
+0.7% +$3.37K 0.01% 1002
2023
Q3 		$455K Buy
10,491
+873
+9% +$39.9K 0.01% 1020
2023
Q2 		$445K Buy
+9,618
New +$432K 0.01% 1038

Other funds holding VSDA

Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's VSDA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its VictoryShares Dividend Accelerator ETF (VSDA) stake by 0.84% in Q2 2026, selling an estimated $6.91K and leaving 14,592 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #1316.

Integrated Wealth Concepts first reported a position in VSDA in Q2 2023 and has held it in 13 quarters since. 49 funds tracked by Wall St. Rank hold VSDA as of Q2 2026.

  • Integrated Wealth Concepts held 14,592 shares of VictoryShares Dividend Accelerator ETF worth $849K as of Q2 2026.
  • Integrated Wealth Concepts sold 124 VictoryShares Dividend Accelerator ETF shares in Q2 2026, an estimated $6.91K.
  • VictoryShares Dividend Accelerator ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1316 holding.
  • Integrated Wealth Concepts first reported a position in VictoryShares Dividend Accelerator ETF in Q2 2023 and has held it in 13 quarters since.
  • 49 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.