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Wellington Wealth Strategies’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Wellington Wealth Strategies’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
2024
Q3 		– Sell
-2,840
Closed -$221K – 96
2024
Q2 		$221K Buy
+2,840
New +$221K 0.93% 39

Other funds holding USVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wellington Wealth Strategies's USVM Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q3 2024, closing a stake of 2,840 shares — an estimated $221K sold.

Wellington Wealth Strategies first reported a position in USVM in Q2 2024 and held it in 1 quarter. The position peaked at $221K in Q2 2024. 18 funds tracked by Wall St. Rank hold USVM as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 2,840 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2024, an estimated $221K.
  • Wellington Wealth Strategies first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $221K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.