UBS Group
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UBS Group’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

UBS 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
2026
Q1 		$13.9K Buy
+146
New +$14.1K ﹤0.01% 8198
2025
Q3 		– Sell
-29
Closed -$2.47K – 10955
2025
Q2 		$2.47K Sell
29
-179
-86% -$14.3K ﹤0.01% 9461
2025
Q1 		$16.7K Buy
+208
New +$17.1K ﹤0.01% 8347
2024
Q4 		– Sell
-32
Closed -$2.59K – 10415
2024
Q3 		$2.59K Buy
+32
New +$2.48K ﹤0.01% 8405
2024
Q2 		– Sell
-8
Closed -$609 – 10116
2024
Q1 		$609 Sell
8
-34
-81% -$2.41K ﹤0.01% 8446
2023
Q4 		$2.87K Sell
42
-753
-95% -$47.8K ﹤0.01% 8044
2023
Q3 		$49K Buy
795
+672
+546% +$43K ﹤0.01% 6298
2023
Q2 		$7.89K Sell
123
-356
-74% -$22.3K ﹤0.01% 7266
2023
Q1 		$30.2K Sell
479
-2,257
-82% -$144K ﹤0.01% 6797
2022
Q4 		$173K Buy
2,736
+240
+10% +$15.1K ﹤0.01% 5583
2022
Q3 		$142K Buy
2,496
+1,620
+185% +$101K ﹤0.01% 5407
2022
Q2 		$52K Buy
876
+96
+12% +$6.22K ﹤0.01% 5882
2022
Q1 		$54K Sell
780
-1,063
-58% -$72.6K ﹤0.01% 6422
2021
Q4 		$130K Sell
1,843
-371
-17% -$25.5K ﹤0.01% 6055
2021
Q3 		$143K Sell
2,214
-11
-0.5% -$730 ﹤0.01% 5574
2021
Q2 		$147K Buy
2,225
+505
+29% +$32.6K ﹤0.01% 5590
2021
Q1 		$106K Sell
1,720
-180
-9% -$10.6K ﹤0.01% 5924
2020
Q4 		$104K Sell
1,900
-4,464
-70% -$232K ﹤0.01% 5664
2020
Q3 		$308K Buy
6,364
+2,139
+51% +$102K ﹤0.01% 4531
2020
Q2 		$192K Buy
4,225
+3,876
+1,111% +$167K ﹤0.01% 4826
2020
Q1 		$13K Sell
349
-193
-36% -$9.49K ﹤0.01% 6784
2019
Q4 		$29K Sell
542
-2,245
-81% -$117K ﹤0.01% 6665
2019
Q3 		$143K Buy
2,787
+1,938
+228% +$99.1K ﹤0.01% 5522
2019
Q2 		$44K Sell
849
-571
-40% -$28.9K ﹤0.01% 6037
2019
Q1 		$71K Sell
1,420
-2,201
-61% -$108K ﹤0.01% 5312
2018
Q4 		$163K Buy
3,621
+868
+32% +$42.7K ﹤0.01% 5118
2018
Q3 		$147K Buy
2,753
+196
+8% +$10.4K ﹤0.01% 5276
2018
Q2 		$132K Buy
2,557
+1,757
+220% +$91.3K ﹤0.01% 5249
2018
Q1 		$41K Buy
+800
New +$42.1K ﹤0.01% 5869

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's ULVM Position: Q1 2026 in Review

UBS Group opened a new position in VictoryShares US Value Momentum ETF (ULVM) in Q1 2026: 146 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #8198 among its holdings. This is a return to the name: UBS Group previously reported a position in ULVM as recently as Q2 2025.

UBS Group first reported a position in ULVM in Q1 2018 and has held it in 29 quarters since. The position peaked at $308K in Q3 2020. 15 funds tracked by Wall St. Rank hold ULVM as of Q1 2026.

  • UBS Group held 146 shares of VictoryShares US Value Momentum ETF worth $13.9K as of Q1 2026.
  • VictoryShares US Value Momentum ETF was a new UBS Group position in Q1 2026.
  • VictoryShares US Value Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8198 holding.
  • UBS Group first reported a position in VictoryShares US Value Momentum ETF in Q1 2018 and has held it in 29 quarters since.
  • UBS Group's VictoryShares US Value Momentum ETF position peaked at $308K in Q3 2020.
  • 15 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.