Atlas Private Wealth Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-262	Closed	-$18K	–	661
2021 Q3	$18K	Hold	262	–	–	0.01%	369
2021 Q2	$19K	Sell	262 -3	-1%	-$211	0.01%	376
2021 Q1	$18K	Hold	265	–	–	0.01%	397
2020 Q4	$16K	Hold	265	–	–	0.01%	369
2020 Q3	$13K	Sell	265 -120	-31%	-$5.8K	0.01%	364
2020 Q2	$18K	Buy	+385	New	+$16.2K	0.02%	333

Other funds holding USVM

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Atlas Private Wealth Advisors's USVM Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q4 2021, closing a stake of 262 shares — an estimated $18K sold.

Atlas Private Wealth Advisors first reported a position in USVM in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2021. 18 funds tracked by Wall St. Rank hold USVM as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 262 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q4 2021, an estimated $18K.
Atlas Private Wealth Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $19K in Q2 2021.
18 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.