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

Waterloo Capital’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 Q1	$947K	Buy	+25,900	New	+$1.27M	0.67%	33

Other funds holding USVM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waterloo Capital's USVM Position: Q1 2020 in Review

Waterloo Capital opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2020: 25,900 shares worth $947K. The stake represents 0.67% of the portfolio and ranks #33 among its holdings.

13 funds tracked by Wall St. Rank hold USVM as of Q1 2020.

Waterloo Capital held 25,900 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $947K as of Q1 2020.
VictoryShares US Small Mid Cap Value Momentum ETF was a new Waterloo Capital position in Q1 2020.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.67% of Waterloo Capital's portfolio in Q1 2020, its #33 holding.
13 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.