LPL Financial
ULVM icon

LPL Financial’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

LPL Financial’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
2025
Q2 		– Sell
-5,758
Closed -$462K – 5691
2025
Q1 		$462K Buy
5,758
+389
+7% +$32.1K ﹤0.01% 4244
2024
Q4 		$432K Buy
5,369
+1,196
+29% +$99.3K ﹤0.01% 4221
2024
Q3 		$337K Buy
+4,173
New +$323K ﹤0.01% 4334

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WPG Advisers
WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

LPL Financial's ULVM Position: Q2 2025 in Review

LPL Financial sold out of VictoryShares US Value Momentum ETF (ULVM) in Q2 2025, closing a stake of 5,758 shares — an estimated $462K sold.

LPL Financial first reported a position in ULVM in Q3 2024 and held it in 3 quarters. The position peaked at $462K in Q1 2025. 12 funds tracked by Wall St. Rank hold ULVM as of Q2 2025.

  • LPL Financial reported no remaining VictoryShares US Value Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 5,758 VictoryShares US Value Momentum ETF shares in Q2 2025, an estimated $462K.
  • LPL Financial first reported a position in VictoryShares US Value Momentum ETF in Q3 2024 and held it in 3 quarters.
  • LPL Financial's VictoryShares US Value Momentum ETF position peaked at $462K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.