AssetMark Inc’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

AssetMark Inc’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
2026 Q2	$26.5K	Hold	250	–	–	﹤0.01%	2077
2026 Q1	$23.9K	Hold	250	–	–	﹤0.01%	1989
2025 Q4	$22.8K	Hold	250	–	–	﹤0.01%	1962
2025 Q3	$22.6K	Hold	250	–	–	﹤0.01%	1878
2025 Q2	$21.3K	Hold	250	–	–	﹤0.01%	1791
2025 Q1	$20.1K	Buy	+250	New	+$20.6K	﹤0.01%	1708

Other funds holding ULVM

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

AssetMark Inc's ULVM Position: Q2 2026 in Review

AssetMark Inc held its VictoryShares US Value Momentum ETF (ULVM) position steady in Q2 2026 at 250 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

AssetMark Inc first reported a position in ULVM in Q1 2025 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold ULVM as of Q2 2026.

AssetMark Inc held 250 shares of VictoryShares US Value Momentum ETF worth $26.5K as of Q2 2026.
AssetMark Inc left its VictoryShares US Value Momentum ETF share count unchanged in Q2 2026.
VictoryShares US Value Momentum ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2077 holding.
AssetMark Inc first reported a position in VictoryShares US Value Momentum ETF in Q1 2025 and has held it in 6 quarters since.
5 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.