Fidelity Investments’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Fidelity Investments’s Portfolio ULVM Stock Details ULVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-49	Closed	-$3.94K	–	5511
2025 Q1	$3.94K	Hold	49	–	–	﹤0.01%	4764
2024 Q4	$3.94K	Buy	+49	New	+$4.07K	﹤0.01%	4713
2023 Q3	–	Sell	-29	Closed	-$1.86K	–	5526
2023 Q2	$1.86K	Buy	+29	New	+$1.82K	﹤0.01%	4610
2020 Q2	–	Sell	-5	Closed	–	–	4185
2020 Q1	$0	Buy	5 +2	+67%	+$98	﹤0.01%	4278
2019 Q4	$0	Buy	+3	New	+$156	﹤0.01%	4281
2019 Q3	–	Sell	-2	Closed	–	–	4241
2019 Q2	$0	Buy	+2	New	+$101	﹤0.01%	4190
2019 Q1	–	Sell	-4	Closed	–	–	4223
2018 Q4	$0	Buy	4 +3	+300%	+$148	﹤0.01%	4179
2018 Q3	$0	Buy	+1	New	+$53	﹤0.01%	3807

Other funds holding ULVM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $136M AUM 24.41% 1-Year Est. Return

BWL

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

Fidelity Investments's ULVM Position: Q2 2025 in Review

Fidelity Investments sold out of VictoryShares US Value Momentum ETF (ULVM) in Q2 2025, closing a stake of 49 shares — an estimated $3.94K sold.

Fidelity Investments first reported a position in ULVM in Q3 2018 and held it in 8 quarters. The position peaked at $3.94K in Q4 2024. 12 funds tracked by Wall St. Rank hold ULVM as of Q2 2025.

Fidelity Investments reported no remaining VictoryShares US Value Momentum ETF position as of Q2 2025 after selling out during the quarter.
Fidelity Investments sold 49 VictoryShares US Value Momentum ETF shares in Q2 2025, an estimated $3.94K.
Fidelity Investments first reported a position in VictoryShares US Value Momentum ETF in Q3 2018 and held it in 8 quarters.
Fidelity Investments's VictoryShares US Value Momentum ETF position peaked at $3.94K in Q4 2024.
12 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.