CPA
VSMV icon

Clear Point Advisors’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Clear Point Advisors’s Portfolio VSMV Stock Details VSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,862
Closed -$90.5K – 519
2024
Q3 		$90.5K Sell
1,862
-505
-21% -$23.8K 0.07% 155
2024
Q2 		$108K Buy
2,367
+8
+0.3% +$355 0.09% 142
2024
Q1 		$107K Buy
2,359
+8
+0.3% +$349 0.09% 145
2023
Q4 		$98.9K Buy
+2,351
New +$95.3K 0.09% 142

Other funds holding VSMV

TWP
Tower Wealth Partners Lewisburg, Pennsylvania $203M AUM 21.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Clear Point Advisors's VSMV Position: Q4 2024 in Review

Clear Point Advisors sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q4 2024, closing a stake of 1,862 shares — an estimated $90.5K sold.

Clear Point Advisors first reported a position in VSMV in Q4 2023 and held it in 4 quarters. The position peaked at $108K in Q2 2024. 29 funds tracked by Wall St. Rank hold VSMV as of Q4 2024.

  • Clear Point Advisors reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,862 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q4 2024, an estimated $90.5K.
  • Clear Point Advisors first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $108K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.