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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

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. 62 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.
62 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.