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Summit Wealth Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Summit Wealth Partners’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
2020
Q4 		– Sell
-11,719
Closed -$571K – 158
2020
Q3 		$571K Buy
11,719
+613
+6% +$29.7K 0.17% 82
2020
Q2 		$506K Buy
+11,106
New +$466K 0.16% 86

Other funds holding USVM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth Partners's USVM Position: Q4 2020 in Review

Summit Wealth Partners sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q4 2020, closing a stake of 11,719 shares — an estimated $571K sold.

Summit Wealth Partners first reported a position in USVM in Q2 2020 and held it in 2 quarters. The position peaked at $571K in Q3 2020. 16 funds tracked by Wall St. Rank hold USVM as of Q4 2020.

  • Summit Wealth Partners reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 11,719 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q4 2020, an estimated $571K.
  • Summit Wealth Partners first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $571K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.