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

Gradient 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
2024
Q1 		– Sell
-1
Closed -$49 – 1804
2023
Q4 		$49 Hold
1
– – ﹤0.01% 1771
2023
Q3 		$44 Buy
+1
New +$64 ﹤0.01% 1749

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments's ULVM Position: Q1 2024 in Review

Gradient Investments sold out of VictoryShares US Value Momentum ETF (ULVM) in Q1 2024, closing a stake of 1 share — an estimated $49 sold.

Gradient Investments first reported a position in ULVM in Q3 2023 and held it in 2 quarters. The position peaked at $49 in Q4 2023. 9 funds tracked by Wall St. Rank hold ULVM as of Q1 2024.

  • Gradient Investments reported no remaining VictoryShares US Value Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1 VictoryShares US Value Momentum ETF share in Q1 2024, an estimated $49.
  • Gradient Investments first reported a position in VictoryShares US Value Momentum ETF in Q3 2023 and held it in 2 quarters.
  • Gradient Investments's VictoryShares US Value Momentum ETF position peaked at $49 in Q4 2023.
  • 9 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.