GI
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Gradient Investments’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-1
Closed -$79 – 1479
2024
Q1 		$79 Buy
+1
New +$75 ﹤0.01% 1145
2023
Q4 		– Hold
0
– – – 1784
2023
Q3 		– Hold
0
– – – 1767

Other funds holding USVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's USVM Position: Q2 2024 in Review

Gradient Investments sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2024, closing a stake of 1 share — an estimated $79 sold.

Gradient Investments first reported a position in USVM in Q1 2024 and held it in 1 quarter. The position peaked at $79 in Q1 2024. 21 funds tracked by Wall St. Rank hold USVM as of Q2 2024.

  • Gradient Investments reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 1 VictoryShares US Small Mid Cap Value Momentum ETF share in Q2 2024, an estimated $79.
  • Gradient Investments first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Gradient Investments's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $79 in Q1 2024.
  • 21 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.