AWM
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AE Wealth Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

AE Wealth Management’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
2026
Q2 		$4.72K Sell
43
-155
-78% -$16K ﹤0.01% 2478
2026
Q1 		$18.7K Buy
198
+162
+450% +$15.6K ﹤0.01% 2161
2025
Q4 		$3.29K Buy
+36
New +$3.26K ﹤0.01% 2283

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

AE Wealth Management's USVM Position: Q2 2026 in Review

AE Wealth Management reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 78% in Q2 2026, selling an estimated $16K and leaving 43 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

AE Wealth Management first reported a position in USVM in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.7K in Q1 2026. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • AE Wealth Management held 43 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $4.72K as of Q2 2026.
  • AE Wealth Management sold 155 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $16K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2478 holding.
  • AE Wealth Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $18.7K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.