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 $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WA
WPG Advisers Baltimore, Maryland $136M AUM 24.41% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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.