CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-2,991
Closed -$3K – 3969
2022
Q2 		$3K Buy
+2,991
New +$195K ﹤0.01% 4352

Other funds holding USVM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors's USVM Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q3 2022, closing a stake of 2,991 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in USVM in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 20 funds tracked by Wall St. Rank hold USVM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,991 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2022, an estimated $3K.
  • CAPTRUST Financial Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $3K in Q2 2022.
  • 20 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.