Ladenburg Thalmann Financial Services’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$76K	Buy	2,301 +1,696	+280%	+$54.9K	﹤0.01%	3224
2019 Q3	$19K	Hold	605	–	–	﹤0.01%	4082
2019 Q2	$19K	Buy	+605	New	+$18.2K	﹤0.01%	4097

Other funds holding VSMV

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 280% in Q4 2019, buying an estimated $54.9K and bringing the position to 2,301 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

Ladenburg Thalmann Financial Services first reported a position in VSMV in Q2 2019 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold VSMV as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,301 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $76K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,696 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q4 2019, an estimated $54.9K.
VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3224 holding.
Ladenburg Thalmann Financial Services first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q2 2019 and has held it in 3 quarters since.
20 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q4 2019.

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