Ahrens Investment Partners’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$17.6K	Buy	+279	New	+$17.7K	0.01%	491
2022 Q3	–	Sell	-275	Closed	-$16K	–	855
2022 Q2	$16K	Sell	275 -302	-52%	-$19.6K	0.01%	555
2022 Q1	$40K	Sell	577 -1,003	-63%	-$68.5K	0.01%	441
2021 Q4	$112K	Buy	+1,580	New	+$109K	0.05%	264

Other funds holding ULVM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ahrens Investment Partners's ULVM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in VictoryShares US Value Momentum ETF (ULVM) in Q1 2023: 279 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ULVM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ULVM in Q4 2021 and has held it in 4 quarters since. The position peaked at $112K in Q4 2021. 13 funds tracked by Wall St. Rank hold ULVM as of Q1 2023.

Ahrens Investment Partners held 279 shares of VictoryShares US Value Momentum ETF worth $17.6K as of Q1 2023.
VictoryShares US Value Momentum ETF was a new Ahrens Investment Partners position in Q1 2023.
VictoryShares US Value Momentum ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #491 holding.
Ahrens Investment Partners first reported a position in VictoryShares US Value Momentum ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's VictoryShares US Value Momentum ETF position peaked at $112K in Q4 2021.
13 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.