Perigon Wealth Management
UIVM icon

Perigon Wealth Management’s VictoryShares International Value Momentum ETF UIVM Stock Holding History

Perigon Wealth Management’s Portfolio UIVM Stock Details UIVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$823K Hold
11,066
– – 0.01% 669
2026
Q2 		$795K Buy
11,066
+722
+7% +$52K 0.01% 681
2026
Q1 		$706K Buy
+10,344
New +$714K 0.01% 646

Other funds holding UIVM

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Perigon Wealth Management's UIVM Position: Q3 2026 in Review

Perigon Wealth Management held its VictoryShares International Value Momentum ETF (UIVM) position steady in Q3 2026 at 11,066 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #669.

Perigon Wealth Management first reported a position in UIVM in Q1 2026 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold UIVM as of Q3 2026.

  • Perigon Wealth Management held 11,066 shares of VictoryShares International Value Momentum ETF worth $823K as of Q3 2026.
  • Perigon Wealth Management left its VictoryShares International Value Momentum ETF share count unchanged in Q3 2026.
  • VictoryShares International Value Momentum ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #669 holding.
  • Perigon Wealth Management first reported a position in VictoryShares International Value Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held VictoryShares International Value Momentum ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.