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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 $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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.