AWM
USVM icon

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
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 $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's USVM Position: Q1 2026 in Review

AE Wealth Management increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 450% in Q1 2026, buying an estimated $15.6K and bringing the position to 198 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

AE Wealth Management first reported a position in USVM in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • AE Wealth Management held 198 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $18.7K as of Q1 2026.
  • AE Wealth Management bought 162 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $15.6K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2161 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 2 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.