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Global Retirement Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Global Retirement Partners’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
2021
Q4 		– Sell
-83
Closed -$6K – 1715
2021
Q3 		$6K Buy
+83
New +$5.86K ﹤0.01% 1580

Other funds holding USVM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Global Retirement Partners's USVM Position: Q4 2021 in Review

Global Retirement Partners sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q4 2021, closing a stake of 83 shares — an estimated $6K sold.

Global Retirement Partners first reported a position in USVM in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 18 funds tracked by Wall St. Rank hold USVM as of Q4 2021.

  • Global Retirement Partners reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 83 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q4 2021, an estimated $6K.
  • Global Retirement Partners first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Global Retirement Partners's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $6K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.