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Armstrong Advisory Group’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Armstrong Advisory Group’s Portfolio USVM Stock Details USVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-418
Closed -$27.4K – 847
2023
Q3 		$27.4K Buy
+418
New +$28.2K ﹤0.01% 428

Other funds holding USVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Armstrong Advisory Group's USVM Position: Q4 2023 in Review

Armstrong Advisory Group sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q4 2023, closing a stake of 418 shares — an estimated $27.4K sold.

Armstrong Advisory Group first reported a position in USVM in Q3 2023 and held it in 1 quarter. The position peaked at $27.4K in Q3 2023. 14 funds tracked by Wall St. Rank hold USVM as of Q4 2023.

  • Armstrong Advisory Group reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 418 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q4 2023, an estimated $27.4K.
  • Armstrong Advisory Group first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2023 and held it in 1 quarter.
  • Armstrong Advisory Group's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $27.4K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.