Goldman Sachs’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Goldman Sachs’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
2023 Q4	–	Sell	-5,995	Closed	-$370K	–	5858
2023 Q3	$370K	Hold	5,995	–	–	﹤0.01%	4795
2023 Q2	$385K	Hold	5,995	–	–	﹤0.01%	4871
2023 Q1	$377K	Buy	5,995 +266	+5%	+$16.9K	﹤0.01%	4990
2022 Q4	$362K	Hold	5,729	–	–	﹤0.01%	5045
2022 Q3	$325K	Buy	5,729 +294	+5%	+$18.3K	﹤0.01%	5257
2022 Q2	$326K	Hold	5,435	–	–	﹤0.01%	5371
2022 Q1	$377K	Hold	5,435	–	–	﹤0.01%	5516
2021 Q4	$385K	Hold	5,435	–	–	﹤0.01%	5535
2021 Q3	$352K	Hold	5,435	–	–	﹤0.01%	5405
2021 Q2	$357K	Hold	5,435	–	–	﹤0.01%	5419
2021 Q1	$334K	Hold	5,435	–	–	﹤0.01%	5365
2020 Q4	$298K	Buy	+5,435	New	+$282K	﹤0.01%	4890

Other funds holding ULVM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWL

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Goldman Sachs's ULVM Position: Q4 2023 in Review

Goldman Sachs sold out of VictoryShares US Value Momentum ETF (ULVM) in Q4 2023, closing a stake of 5,995 shares — an estimated $370K sold.

Goldman Sachs first reported a position in ULVM in Q4 2020 and held it in 12 quarters. The position peaked at $385K in Q4 2021. 10 funds tracked by Wall St. Rank hold ULVM as of Q4 2023.

Goldman Sachs reported no remaining VictoryShares US Value Momentum ETF position as of Q4 2023 after selling out during the quarter.
Goldman Sachs sold 5,995 VictoryShares US Value Momentum ETF shares in Q4 2023, an estimated $370K.
Goldman Sachs first reported a position in VictoryShares US Value Momentum ETF in Q4 2020 and held it in 12 quarters.
Goldman Sachs's VictoryShares US Value Momentum ETF position peaked at $385K in Q4 2021.
10 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q4 2023.

Based on Goldman Sachs's 13F filing for Q4 2023, filed 13 Feb 2024.