Northwestern Mutual Wealth Management
ULVM icon

Northwestern Mutual Wealth Management’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Northwestern Mutual Wealth Management’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
2020
Q3 		– Sell
-274
Closed -$12K – 2682
2020
Q2 		$12K Buy
+274
New +$11.8K ﹤0.01% 1869

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Northwestern Mutual Wealth Management's ULVM Position: Q3 2020 in Review

Northwestern Mutual Wealth Management sold out of VictoryShares US Value Momentum ETF (ULVM) in Q3 2020, closing a stake of 274 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in ULVM in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 8 funds tracked by Wall St. Rank hold ULVM as of Q3 2020.

  • Northwestern Mutual Wealth Management reported no remaining VictoryShares US Value Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 274 VictoryShares US Value Momentum ETF shares in Q3 2020, an estimated $12K.
  • Northwestern Mutual Wealth Management first reported a position in VictoryShares US Value Momentum ETF in Q2 2020 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's VictoryShares US Value Momentum ETF position peaked at $12K in Q2 2020.
  • 8 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q3 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.