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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
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

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Integrated Wealth Concepts's VSDA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its VictoryShares Dividend Accelerator ETF (VSDA) stake by 46% in Q1 2026, buying an estimated $261K and bringing the position to 14,716 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #1248.

Integrated Wealth Concepts first reported a position in VSDA in Q2 2023 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold VSDA as of Q1 2026.

  • Integrated Wealth Concepts held 14,716 shares of VictoryShares Dividend Accelerator ETF worth $802K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,660 VictoryShares Dividend Accelerator ETF shares in Q1 2026, an estimated $261K.
  • VictoryShares Dividend Accelerator ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1248 holding.
  • Integrated Wealth Concepts first reported a position in VictoryShares Dividend Accelerator ETF in Q2 2023 and has held it in 12 quarters since.
  • 47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.