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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 $156B AUM 27.51% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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.