Western Wealth Management’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Western Wealth Management’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 Q3	$407K	Sell	3,971 -180	-4%	-$19.4K	0.01%	689
2026 Q2	$441K	Sell	4,151 -40	-1%	-$4.09K	0.01%	714
2026 Q1	$400K	Hold	4,191	–	–	0.02%	697
2025 Q4	$383K	Hold	4,191	–	–	0.02%	592
2025 Q3	$380K	Hold	4,191	–	–	0.02%	522
2025 Q2	$357K	Hold	4,191	–	–	0.02%	513
2025 Q1	$337K	Hold	4,191	–	–	0.02%	498
2024 Q4	$337K	Sell	4,191 -220	-5%	-$18.3K	0.02%	573
2024 Q3	$357K	Sell	4,411 -300	-6%	-$23.2K	0.02%	549
2024 Q2	$353K	Hold	4,711	–	–	0.03%	450
2024 Q1	$358K	Hold	4,711	–	–	0.03%	454
2023 Q4	$322K	Hold	4,711	–	–	0.02%	536
2023 Q3	$290K	Hold	4,711	–	–	0.02%	517
2023 Q2	$302K	Hold	4,711	–	–	0.03%	502
2023 Q1	$297K	Hold	4,711	–	–	0.03%	500
2022 Q4	$298K	Sell	4,711 -4,711	-50%	-$296K	0.03%	465
2022 Q3	$535K	Hold	9,422	–	–	0.03%	456
2022 Q2	$565K	Hold	9,422	–	–	0.03%	442
2022 Q1	$654K	Buy	9,422 +4,711	+100%	+$322K	0.03%	448
2021 Q4	$334K	Buy	+4,711	New	+$324K	0.03%	436
2021 Q2	$309K	Hold	4,711	–	–	0.03%	483
2021 Q1	$289K	Buy	+4,711	New	+$278K	0.04%	411

Other funds holding ULVM

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Avant Capital Lafayette, Louisiana $167M AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Western Wealth Management's ULVM Position: Q3 2026 in Review

Western Wealth Management reduced its VictoryShares US Value Momentum ETF (ULVM) stake by 4.3% in Q3 2026, selling an estimated $19.4K and leaving 3,971 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #689.

Western Wealth Management first reported a position in ULVM in Q1 2021 and has held it in 22 quarters since. The position peaked at $654K in Q1 2022. 14 funds tracked by Wall St. Rank hold ULVM as of Q3 2026.

Western Wealth Management held 3,971 shares of VictoryShares US Value Momentum ETF worth $407K as of Q3 2026.
Western Wealth Management sold 180 VictoryShares US Value Momentum ETF shares in Q3 2026, an estimated $19.4K.
VictoryShares US Value Momentum ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #689 holding.
Western Wealth Management first reported a position in VictoryShares US Value Momentum ETF in Q1 2021 and has held it in 22 quarters since.
Western Wealth Management's VictoryShares US Value Momentum ETF position peaked at $654K in Q1 2022.
14 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.