Concord Wealth Partners’s VictoryShares International Value Momentum ETF UIVM Stock Holding History

Concord Wealth Partners’s Portfolio UIVM Stock Details UIVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9	Closed	-$379	–	1227
2022 Q4	$379	Buy	+9	New	+$354	﹤0.01%	1171
2022 Q3	–	Sell	-9	Closed	–	–	1087
2022 Q2	$0	Sell	9 -25	-74%	-$1.09K	﹤0.01%	1382
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	1146
2021 Q4	$2K	Buy	+34	New	+$1.67K	﹤0.01%	1174

Other funds holding UIVM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concord Wealth Partners's UIVM Position: Q1 2023 in Review

Concord Wealth Partners sold out of VictoryShares International Value Momentum ETF (UIVM) in Q1 2023, closing a stake of 9 shares — an estimated $379 sold.

Concord Wealth Partners first reported a position in UIVM in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 9 funds tracked by Wall St. Rank hold UIVM as of Q1 2023.

Concord Wealth Partners reported no remaining VictoryShares International Value Momentum ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 9 VictoryShares International Value Momentum ETF shares in Q1 2023, an estimated $379.
Concord Wealth Partners first reported a position in VictoryShares International Value Momentum ETF in Q4 2021 and held it in 4 quarters.
Concord Wealth Partners's VictoryShares International Value Momentum ETF position peaked at $2K in Q1 2022.
9 funds tracked by Wall St. Rank held VictoryShares International Value Momentum ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.