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Cassady Schiller Wealth Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Cassady Schiller Wealth Management’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
-891
Closed -$56.1K – 492
2022
Q4 		$56.1K Buy
+891
New +$56.5K 0.03% 184

Other funds holding USVM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
HS
Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return

Cassady Schiller Wealth Management's USVM Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2023, closing a stake of 891 shares — an estimated $56.1K sold.

Cassady Schiller Wealth Management first reported a position in USVM in Q4 2022 and held it in 1 quarter. The position peaked at $56.1K in Q4 2022. 18 funds tracked by Wall St. Rank hold USVM as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 891 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2023, an estimated $56.1K.
  • Cassady Schiller Wealth Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $56.1K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.