IIM
VSDA icon

Invariant Investment Management’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Invariant Investment 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
2026
Q2 		$305K Hold
5,160
– – 0.18% 56
2026
Q1 		$288K Hold
5,160
– – 0.18% 59
2025
Q4 		$280K Buy
+5,160
New +$272K 0.18% 62

Other funds holding VSDA

GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invariant Investment Management's VSDA Position: Q2 2026 in Review

Invariant Investment Management held its VictoryShares Dividend Accelerator ETF (VSDA) position steady in Q2 2026 at 5,160 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #56.

Invariant Investment Management first reported a position in VSDA in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold VSDA as of Q2 2026.

  • Invariant Investment Management held 5,160 shares of VictoryShares Dividend Accelerator ETF worth $305K as of Q2 2026.
  • Invariant Investment Management left its VictoryShares Dividend Accelerator ETF share count unchanged in Q2 2026.
  • VictoryShares Dividend Accelerator ETF made up 0.18% of Invariant Investment Management's portfolio in Q2 2026, its #56 holding.
  • Invariant Investment Management first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.