Advisor Group
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Advisor Group’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Advisor Group’s Portfolio ULVM Stock Details ULVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-459
Closed -$24K – 5428
2019
Q2 		$24K Sell
459
-1
-0.2% -$51 ﹤0.01% 3876
2019
Q1 		$23K Buy
+460
New +$22.5K ﹤0.01% 3912

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
United Services Automobile Association
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Advisor Group's ULVM Position: Q3 2019 in Review

Advisor Group sold out of VictoryShares US Value Momentum ETF (ULVM) in Q3 2019, closing a stake of 459 shares — an estimated $24K sold.

Advisor Group first reported a position in ULVM in Q1 2019 and held it in 2 quarters. The position peaked at $24K in Q2 2019. 8 funds tracked by Wall St. Rank hold ULVM as of Q3 2019.

  • Advisor Group reported no remaining VictoryShares US Value Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 459 VictoryShares US Value Momentum ETF shares in Q3 2019, an estimated $24K.
  • Advisor Group first reported a position in VictoryShares US Value Momentum ETF in Q1 2019 and held it in 2 quarters.
  • Advisor Group's VictoryShares US Value Momentum ETF position peaked at $24K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.