Stifel Financial
USVM icon

Stifel Financial’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Stifel Financial’s Portfolio USVM Stock Details USVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,441
Closed -$759K – 3455
2024
Q1 		$759K Buy
+9,441
New +$706K ﹤0.01% 2367

Other funds holding USVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial's USVM Position: Q2 2024 in Review

Stifel Financial sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2024, closing a stake of 9,441 shares — an estimated $759K sold.

Stifel Financial first reported a position in USVM in Q1 2024 and held it in 1 quarter. The position peaked at $759K in Q1 2024. 21 funds tracked by Wall St. Rank hold USVM as of Q2 2024.

  • Stifel Financial reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 9,441 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2024, an estimated $759K.
  • Stifel Financial first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Stifel Financial's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $759K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.