KLR Investment Advisors’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

KLR Investment Advisors’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 Q1	$754K	Buy	+15,660	New	+$754K	0.55%	43

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IRC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

KLR Investment Advisors's VSDA Position: Q1 2024 in Review

KLR Investment Advisors opened a new position in VictoryShares Dividend Accelerator ETF (VSDA) in Q1 2024: 15,660 shares worth $754K. The stake represents 0.55% of the portfolio and ranks #43 among its holdings.

46 funds tracked by Wall St. Rank hold VSDA as of Q1 2024.

KLR Investment Advisors held 15,660 shares of VictoryShares Dividend Accelerator ETF worth $754K as of Q1 2024.
VictoryShares Dividend Accelerator ETF was a new KLR Investment Advisors position in Q1 2024.
VictoryShares Dividend Accelerator ETF made up 0.55% of KLR Investment Advisors's portfolio in Q1 2024, its #43 holding.
46 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.