WPG Advisers
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WPG Advisers’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

WPG Advisers’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
2025
Q4 		– Sell
-200
Closed -$18.1K – 1529
2025
Q3 		$18.1K Hold
200
– – 0.01% 521
2025
Q2 		$17K Hold
200
– – 0.01% 517
2025
Q1 		$16.1K Sell
200
-250
-56% -$20.6K 0.02% 519
2024
Q4 		$36.2K Buy
+450
New +$37.4K 0.03% 348

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WPG Advisers's ULVM Position: Q4 2025 in Review

WPG Advisers sold out of VictoryShares US Value Momentum ETF (ULVM) in Q4 2025, closing a stake of 200 shares — an estimated $18.1K sold.

WPG Advisers first reported a position in ULVM in Q4 2024 and held it in 4 quarters. The position peaked at $36.2K in Q4 2024. 13 funds tracked by Wall St. Rank hold ULVM as of Q4 2025.

  • WPG Advisers reported no remaining VictoryShares US Value Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • WPG Advisers sold 200 VictoryShares US Value Momentum ETF shares in Q4 2025, an estimated $18.1K.
  • WPG Advisers first reported a position in VictoryShares US Value Momentum ETF in Q4 2024 and held it in 4 quarters.
  • WPG Advisers's VictoryShares US Value Momentum ETF position peaked at $36.2K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q4 2025.

Based on WPG Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.