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Personal Capital Advisors’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Personal Capital Advisors’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
Q1 		– Sell
-3,537
Closed -$251K – 556
2021
Q4 		$251K Sell
3,537
-104
-3% -$7.15K ﹤0.01% 472
2021
Q3 		$236K Sell
3,641
-296
-8% -$19.6K ﹤0.01% 458
2021
Q2 		$258K Buy
+3,937
New +$254K ﹤0.01% 423

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Capital Advisors's ULVM Position: Q1 2022 in Review

Personal Capital Advisors sold out of VictoryShares US Value Momentum ETF (ULVM) in Q1 2022, closing a stake of 3,537 shares — an estimated $251K sold.

Personal Capital Advisors first reported a position in ULVM in Q2 2021 and held it in 3 quarters. The position peaked at $258K in Q2 2021. 12 funds tracked by Wall St. Rank hold ULVM as of Q1 2022.

  • Personal Capital Advisors reported no remaining VictoryShares US Value Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 3,537 VictoryShares US Value Momentum ETF shares in Q1 2022, an estimated $251K.
  • Personal Capital Advisors first reported a position in VictoryShares US Value Momentum ETF in Q2 2021 and held it in 3 quarters.
  • Personal Capital Advisors's VictoryShares US Value Momentum ETF position peaked at $258K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.