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Ladenburg Thalmann Financial Services’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$11K Hold
200
– – ﹤0.01% 4455
2019
Q3 		$10K Buy
+200
New +$10.2K ﹤0.01% 4405
2018
Q3 		– Sell
-50
Closed -$3K – 5316
2018
Q2 		$3K Hold
50
– – ﹤0.01% 4788
2018
Q1 		$3K Hold
50
– – ﹤0.01% 4788
2017
Q4 		$3K Buy
+50
New +$2.56K ﹤0.01% 4706

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ULVM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its VictoryShares US Value Momentum ETF (ULVM) position steady in Q4 2019 at 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

Ladenburg Thalmann Financial Services first reported a position in ULVM in Q4 2017 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold ULVM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 200 shares of VictoryShares US Value Momentum ETF worth $11K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its VictoryShares US Value Momentum ETF share count unchanged in Q4 2019.
  • VictoryShares US Value Momentum ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4455 holding.
  • Ladenburg Thalmann Financial Services first reported a position in VictoryShares US Value Momentum ETF in Q4 2017 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.