NewEdge Advisors, LLC UIVM — VICTORYSHARES USAA

Ownership history in NewEdge Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

NewEdge Advisors, LLC reported VICTORYSHARES USAA (UIVM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows UIVM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UIVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NewEdge Advisors, LLC's position in VICTORYSHARES USAA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UIVM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UIVM stock page NewEdge Advisors, LLC fund profile NewEdge Advisors, LLC full holdings
How NewEdge Advisors, LLC held UIVM — position size vs. price
% of Fund (quarterly)    UIVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,887 -608 -8.1% 0.00% $495K 2026-08-12 $77.16
2025 Q4 REDUCED — — — 7,495 -322 -4.1% 0.00% $484K 2026-02-18 $71.08
2025 Q3 REDUCED 6.3% +6.4% ❌ 7,817 -529 -6.3% 0.00% $477K 2025-11-17 $60.26
2025 Q2 REDUCED — — — 8,346 -313 -3.6% 0.00% $486K 2025-08-14 $58.95
2025 Q1 REDUCED — — — 8,659 -122 -1.4% 0.00% $443K 2025-05-15 $52.29
2024 Q4 REDUCED 9.9% +10.8% ❌ 8,781 -968 -9.9% 0.00% $406K 2025-02-13 $46.40
2024 Q3 INITIATED — — — 9,749 — — 0.00% $489K 2024-11-14 $43.87

🏢 Other funds also holding UIVM

As of 2026 Q2 — sorted by position size

Empirical Asset Management, LLC 3Y 0.38% FLOW TRADERS U.S. LLC 3Y 7Y 0.22% Financial Enhancement Group LLC 3Y 7Y 0.19% VICTORY CAPITAL MANAGEMENT INC 3Y 7Y 0.15% IFP Advisors, Inc 3Y 7Y 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.01% World Investment Advisors 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% Triumph Capital Management 3Y 0.0% HighTower Advisors, LLC 3Y 7Y 0.0%

FAQ About NewEdge Advisors, LLC and UIVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has NewEdge Advisors, LLC reported owning UIVM?

NewEdge Advisors, LLC reported UIVM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported UIVM position in NewEdge Advisors, LLC's portfolio?

The largest reported portfolio weight for UIVM was 0.00% in 2024 Q3.

What is the latest reported UIVM position on this page?

The most recent filing on this page is 2026 Q2, when NewEdge Advisors, LLC reported 6,887 shares, equal to 0.00% of portfolio, with an estimated market value of $495K.

What does the chart on this UIVM ownership page compare?

The chart compares NewEdge Advisors, LLC's quarterly UIVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NewEdge Advisors, LLC time their UIVM position?

Based on 13F filing dates vs. subsequent UIVM price moves, NewEdge Advisors, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on UIVM relative to SPY over the holding period was +17.5%.

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