Allworth Financial
USVM icon

Allworth Financial’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Allworth Financial’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
Q3 		$15.4K Hold
140
– – ﹤0.01% 3534
2026
Q2 		$15.4K Hold
140
– – ﹤0.01% 3402
2026
Q1 		$13.3K Hold
140
– – ﹤0.01% 3304
2025
Q4 		$12.8K Buy
+140
New +$12.7K ﹤0.01% 3095

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial's USVM Position: Q3 2026 in Review

Allworth Financial held its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) position steady in Q3 2026 at 140 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

Allworth Financial first reported a position in USVM in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

  • Allworth Financial held 140 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $15.4K as of Q3 2026.
  • Allworth Financial left its VictoryShares US Small Mid Cap Value Momentum ETF share count unchanged in Q3 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3534 holding.
  • Allworth Financial first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.