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Safeguard Investment Advisory Group’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-41
Closed -$2K – 672
2020
Q4 		$2K Buy
+41
New +$2.13K ﹤0.01% 648

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

Safeguard Investment Advisory Group's ULVM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of VictoryShares US Value Momentum ETF (ULVM) in Q1 2021, closing a stake of 41 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in ULVM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 9 funds tracked by Wall St. Rank hold ULVM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining VictoryShares US Value Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 41 VictoryShares US Value Momentum ETF shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in VictoryShares US Value Momentum ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's VictoryShares US Value Momentum ETF position peaked at $2K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.