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Ulland Investment Advisors’s Vident US Equity Strategy ETF VUSE Stock Holding History

Ulland Investment Advisors’s Portfolio VUSE Stock Details VUSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-65
Closed -$4K – 230
2024
Q2 		$4K Hold
65
– – ﹤0.01% 200
2024
Q1 		$4K Buy
+65
New +$3.41K ﹤0.01% 204

Other funds holding VUSE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ulland Investment Advisors's VUSE Position: Q3 2024 in Review

Ulland Investment Advisors sold out of Vident US Equity Strategy ETF (VUSE) in Q3 2024, closing a stake of 65 shares — an estimated $4K sold.

Ulland Investment Advisors first reported a position in VUSE in Q1 2024 and held it in 2 quarters. The position peaked at $4K in Q2 2024. 27 funds tracked by Wall St. Rank hold VUSE as of Q3 2024.

  • Ulland Investment Advisors reported no remaining Vident US Equity Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 65 Vident US Equity Strategy ETF shares in Q3 2024, an estimated $4K.
  • Ulland Investment Advisors first reported a position in Vident US Equity Strategy ETF in Q1 2024 and held it in 2 quarters.
  • Ulland Investment Advisors's Vident US Equity Strategy ETF position peaked at $4K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q3 2024.

Based on Ulland Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.