Bogart Wealth LLC
ULVM icon

Bogart Wealth LLC’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Bogart Wealth LLC’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
Q3 		$13.8K Hold
135
– – ﹤0.01% 920
2026
Q2 		$14.3K Hold
135
– – ﹤0.01% 904
2026
Q1 		$12.9K Hold
135
– – ﹤0.01% 854
2025
Q4 		$12.3K Hold
135
– – ﹤0.01% 818
2025
Q3 		$12.2K Hold
135
– – ﹤0.01% 787
2025
Q2 		$11.5K Hold
135
– – ﹤0.01% 767
2025
Q1 		$10.8K Hold
135
– – ﹤0.01% 733
2024
Q4 		$10.8K Hold
135
– – ﹤0.01% 719
2024
Q3 		$10.9K Hold
135
– – ﹤0.01% 680
2024
Q2 		$10.1K Hold
135
– – ﹤0.01% 671
2024
Q1 		$10.3K Hold
135
– – ﹤0.01% 643
2023
Q4 		$9.2K Hold
135
– – ﹤0.01% 649
2023
Q3 		$8.31K Hold
135
– – ﹤0.01% 631
2023
Q2 		$8.66K Hold
135
– – ﹤0.01% 615
2023
Q1 		$8.49K Hold
135
– – ﹤0.01% 625
2022
Q4 		$8.53K Hold
135
– – ﹤0.01% 583
2022
Q3 		$8K Hold
135
– – ﹤0.01% 610
2022
Q2 		$8K Buy
135
+1
+0.7% +$65 ﹤0.01% 583
2022
Q1 		$9K Sell
134
-1
-0.7% -$68 ﹤0.01% 513
2021
Q4 		$10K Buy
+135
New +$9.28K ﹤0.01% 482

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bogart Wealth LLC's ULVM Position: Q3 2026 in Review

Bogart Wealth LLC held its VictoryShares US Value Momentum ETF (ULVM) position steady in Q3 2026 at 135 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Bogart Wealth LLC first reported a position in ULVM in Q4 2021 and has held it in 20 quarters since. The position peaked at $14.3K in Q2 2026. 10 funds tracked by Wall St. Rank hold ULVM as of Q3 2026.

  • Bogart Wealth LLC held 135 shares of VictoryShares US Value Momentum ETF worth $13.8K as of Q3 2026.
  • Bogart Wealth LLC left its VictoryShares US Value Momentum ETF share count unchanged in Q3 2026.
  • VictoryShares US Value Momentum ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #920 holding.
  • Bogart Wealth LLC first reported a position in VictoryShares US Value Momentum ETF in Q4 2021 and has held it in 20 quarters since.
  • Bogart Wealth LLC's VictoryShares US Value Momentum ETF position peaked at $14.3K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.