Cambridge Investment Research Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Cambridge Investment Research 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
2023 Q1	–	Sell	-3,393	Closed	-$214K	–	3259
2022 Q4	$214K	Buy	+3,393	New	+$215K	﹤0.01%	2702
2022 Q3	–	Sell	-4,267	Closed	-$258K	–	3169
2022 Q2	$258K	Buy	4,267 +4	+0.1%	+$260	﹤0.01%	2518
2022 Q1	$300K	Buy	4,263 +12	+0.3%	+$832	﹤0.01%	2560
2021 Q4	$313K	Sell	4,251 -302	-7%	-$22.1K	﹤0.01%	2494
2021 Q3	$319K	Buy	4,553 +2	+0%	+$141	﹤0.01%	2409
2021 Q2	$329K	Buy	+4,551	New	+$320K	﹤0.01%	2394

Other funds holding USVM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OIA

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

Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return

Cambridge Investment Research Advisors's USVM Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2023, closing a stake of 3,393 shares — an estimated $214K sold.

Cambridge Investment Research Advisors first reported a position in USVM in Q2 2021 and held it in 6 quarters. The position peaked at $329K in Q2 2021. 18 funds tracked by Wall St. Rank hold USVM as of Q1 2023.

Cambridge Investment Research Advisors reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q1 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 3,393 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2023, an estimated $214K.
Cambridge Investment Research Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2021 and held it in 6 quarters.
Cambridge Investment Research Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $329K in Q2 2021.
18 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.