MOTCO’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

MOTCO’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
2022 Q4	–	Sell	-210	Closed	-$12K	–	672
2022 Q3	$12K	Buy	+210	New	+$13.1K	﹤0.01%	493

Other funds holding ULVM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MOTCO's ULVM Position: Q4 2022 in Review

MOTCO sold out of VictoryShares US Value Momentum ETF (ULVM) in Q4 2022, closing a stake of 210 shares — an estimated $12K sold.

MOTCO first reported a position in ULVM in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 12 funds tracked by Wall St. Rank hold ULVM as of Q4 2022.

MOTCO reported no remaining VictoryShares US Value Momentum ETF position as of Q4 2022 after selling out during the quarter.
MOTCO sold 210 VictoryShares US Value Momentum ETF shares in Q4 2022, an estimated $12K.
MOTCO first reported a position in VictoryShares US Value Momentum ETF in Q3 2022 and held it in 1 quarter.
MOTCO's VictoryShares US Value Momentum ETF position peaked at $12K in Q3 2022.
12 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q4 2022.

Based on MOTCO's 13F filing for Q4 2022, filed 10 Feb 2023.