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Stonebridge Capital Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Stonebridge Capital Advisors’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
2023
Q2 		– Sell
-350
Closed -$22.3K – 1003
2023
Q1 		$22.3K Buy
+350
New +$22.9K ﹤0.01% 501
2022
Q2 		– Sell
-1,639
Closed -$115K – 1084
2022
Q1 		$115K Buy
+1,639
New +$114K 0.01% 272

Other funds holding USVM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Stonebridge Capital Advisors's USVM Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2023, closing a stake of 350 shares — an estimated $22.3K sold.

Stonebridge Capital Advisors first reported a position in USVM in Q1 2022 and held it in 2 quarters. The position peaked at $115K in Q1 2022. 20 funds tracked by Wall St. Rank hold USVM as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 350 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2023, an estimated $22.3K.
  • Stonebridge Capital Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Stonebridge Capital Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $115K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.