Cornerstone Wealth Management’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Cornerstone Wealth Management’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
2022 Q3	–	Sell	-6,095	Closed	-$224K	–	463
2022 Q2	$224K	Sell	6,095 -409,854	-99%	-$16.2M	0.02%	406
2022 Q1	$17.3M	Buy	415,949 +5,262	+1%	+$212K	1.68%	10
2021 Q4	$17.3M	Buy	410,687 +13,700	+3%	+$552K	1.65%	12
2021 Q3	$15.2M	Buy	396,987 +391,587	+7,252%	+$15.4M	1.61%	11
2021 Q2	$206K	Sell	5,400 -526	-9%	-$19.8K	0.02%	453
2021 Q1	$213K	Buy	+5,926	New	+$205K	0.03%	424
2018 Q3	–	Sell	-9,101	Closed	-$330K	–	1563
2018 Q2	$330K	Buy	+9,101	New	+$252K	﹤0.01%	1159

Other funds holding VSMV

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TWP

Tower Wealth Partners Lewisburg, Pennsylvania $203M AUM 21.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cornerstone Wealth Management's VSMV Position: Q3 2022 in Review

Cornerstone Wealth Management sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q3 2022, closing a stake of 6,095 shares — an estimated $224K sold.

Cornerstone Wealth Management first reported a position in VSMV in Q2 2018 and held it in 7 quarters. The position peaked at $17.3M in Q1 2022. 22 funds tracked by Wall St. Rank hold VSMV as of Q3 2022.

Cornerstone Wealth Management reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q3 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 6,095 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q3 2022, an estimated $224K.
Cornerstone Wealth Management first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q2 2018 and held it in 7 quarters.
Cornerstone Wealth Management's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $17.3M in Q1 2022.
22 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.