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Stephens Inc’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Stephens Inc’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
-5,913
Closed -$314K – 1346
2024
Q3 		$314K Buy
5,913
+34
+0.6% +$1.73K ﹤0.01% 1004
2024
Q2 		$284K Sell
5,879
-1,618
-22% -$79K ﹤0.01% 1022
2024
Q1 		$377K Buy
7,497
+29
+0.4% +$1.4K 0.01% 927
2023
Q4 		$355K Sell
7,468
-539
-7% -$23.9K 0.01% 869
2023
Q3 		$348K Buy
8,007
+28
+0.4% +$1.28K 0.01% 858
2023
Q2 		$369K Buy
7,979
+3
+0% +$135 0.01% 847
2023
Q1 		$361K Sell
7,976
-130
-2% -$5.87K 0.01% 816
2022
Q4 		$362K Buy
8,106
+44
+0.5% +$1.93K 0.01% 803
2022
Q3 		$318K Buy
8,062
+31
+0.4% +$1.35K 0.01% 873
2022
Q2 		$333K Sell
8,031
-8
-0.1% -$354 0.01% 876
2022
Q1 		$372K Buy
8,039
+17
+0.2% +$768 0.01% 935
2021
Q4 		$382K Buy
8,022
+33
+0.4% +$1.51K 0.01% 952
2021
Q3 		$345K Buy
7,989
+21
+0.3% +$947 0.01% 989
2021
Q2 		$352K Buy
7,968
+54
+0.7% +$2.35K 0.01% 983
2021
Q1 		$329K Buy
7,914
+227
+3% +$9.06K 0.01% 969
2020
Q4 		$305K Buy
+7,687
New +$294K 0.01% 913

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

Stephens Inc's VSDA Position: Q4 2024 in Review

Stephens Inc sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q4 2024, closing a stake of 5,913 shares — an estimated $314K sold.

Stephens Inc first reported a position in VSDA in Q4 2020 and held it in 16 quarters. The position peaked at $382K in Q4 2021. 47 funds tracked by Wall St. Rank hold VSDA as of Q4 2024.

  • Stephens Inc reported no remaining VictoryShares Dividend Accelerator ETF position as of Q4 2024 after selling out during the quarter.
  • Stephens Inc sold 5,913 VictoryShares Dividend Accelerator ETF shares in Q4 2024, an estimated $314K.
  • Stephens Inc first reported a position in VictoryShares Dividend Accelerator ETF in Q4 2020 and held it in 16 quarters.
  • Stephens Inc's VictoryShares Dividend Accelerator ETF position peaked at $382K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.