IFP Advisors’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

IFP Advisors’s Portfolio VSMV Stock Details VSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-105,864	Closed	-$2.93M	–	4427
2022 Q4	$2.93M	Buy	105,864 +3,218	+3%	+$122K	0.08%	264
2022 Q3	$2.84M	Buy	102,646 +982	+1%	+$36.8K	0.07%	294
2022 Q2	$2.81M	Hold	101,664	–	–	0.09%	260
2022 Q1	$2.81M	Buy	+101,664	New	+$4.1M	0.09%	260
2019 Q1	–	Sell	-380	Closed	-$10K	–	3444
2018 Q4	$10K	Hold	380	–	–	﹤0.01%	2530
2018 Q3	$11K	Hold	380	–	–	﹤0.01%	2819
2018 Q2	$11K	Hold	380	–	–	﹤0.01%	2851
2018 Q1	$10K	Hold	380	–	–	﹤0.01%	2802
2017 Q4	$10K	Hold	380	–	–	﹤0.01%	2843
2017 Q3	$10K	Buy	+380	New	+$9.6K	﹤0.01%	3043

Other funds holding VSMV

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TWP

Tower Wealth Partners Lewisburg, Pennsylvania $203M AUM 21.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

IFP Advisors's VSMV Position: Q1 2023 in Review

IFP Advisors sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q1 2023, closing a stake of 105,864 shares — an estimated $2.93M sold.

IFP Advisors first reported a position in VSMV in Q3 2017 and held it in 10 quarters. The position peaked at $2.93M in Q4 2022. 20 funds tracked by Wall St. Rank hold VSMV as of Q1 2023.

IFP Advisors reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 105,864 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q1 2023, an estimated $2.93M.
IFP Advisors first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q3 2017 and held it in 10 quarters.
IFP Advisors's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $2.93M in Q4 2022.
20 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.