Morgan Stanley’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Morgan Stanley’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
2026 Q1	$13.4K	Hold	140	–	–	﹤0.01%	6864
2025 Q4	$12.8K	Hold	140	–	–	﹤0.01%	6828
2025 Q3	$12.7K	Buy	140 +139	+13,900%	+$12.1K	﹤0.01%	6837
2025 Q2	$121	Buy	+1	New	+$80	﹤0.01%	7628
2025 Q1	–	Sell	-1	Closed	-$95	–	8217
2024 Q4	$95	Sell	1 -198	-99%	-$16.4K	﹤0.01%	7474
2024 Q3	$16.1K	Buy	199 +1	+0.5%	+$77	﹤0.01%	6568
2024 Q2	$14.8K	Sell	198 -1	-0.5%	-$74	﹤0.01%	6551
2024 Q1	$15.2K	Sell	199 -197	-50%	-$13.9K	﹤0.01%	6567
2023 Q4	$27K	Buy	396 +198	+100%	+$12.6K	﹤0.01%	6555
2023 Q3	$12.2K	Hold	198	–	–	﹤0.01%	6658
2023 Q2	$12.7K	Hold	198	–	–	﹤0.01%	6722
2023 Q1	$12.5K	Hold	198	–	–	﹤0.01%	6805
2022 Q4	$12.5K	Buy	+198	New	+$12.4K	﹤0.01%	6858
2022 Q1	–	Sell	-83	Closed	-$6K	–	8123
2021 Q4	$6K	Buy	+83	New	+$5.71K	﹤0.01%	7612
2020 Q4	–	Sell	-1,546	Closed	-$75K	–	7116
2020 Q3	$75K	Buy	+1,546	New	+$74K	﹤0.01%	5554

Other funds holding ULVM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's ULVM Position: Q1 2026 in Review

Morgan Stanley held its VictoryShares US Value Momentum ETF (ULVM) position steady in Q1 2026 at 140 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6864.

Morgan Stanley first reported a position in ULVM in Q3 2020 and has held it in 15 quarters since. The position peaked at $75K in Q3 2020. 15 funds tracked by Wall St. Rank hold ULVM as of Q1 2026.

Morgan Stanley held 140 shares of VictoryShares US Value Momentum ETF worth $13.4K as of Q1 2026.
Morgan Stanley left its VictoryShares US Value Momentum ETF share count unchanged in Q1 2026.
VictoryShares US Value Momentum ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6864 holding.
Morgan Stanley first reported a position in VictoryShares US Value Momentum ETF in Q3 2020 and has held it in 15 quarters since.
Morgan Stanley's VictoryShares US Value Momentum ETF position peaked at $75K in Q3 2020.
15 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.