AssetMark Inc
USVM icon

AssetMark Inc’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

AssetMark Inc’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 		$9.01K Buy
82
+62
+310% +$6.41K ﹤0.01% 2490
2026
Q1 		$1.89K Hold
20
– – ﹤0.01% 2873
2025
Q4 		$1.83K Buy
+20
New +$1.81K ﹤0.01% 2789

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

AssetMark Inc's USVM Position: Q2 2026 in Review

AssetMark Inc increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 310% in Q2 2026, buying an estimated $6.41K and bringing the position to 82 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

AssetMark Inc first reported a position in USVM in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • AssetMark Inc held 82 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $9.01K as of Q2 2026.
  • AssetMark Inc bought 62 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $6.41K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2490 holding.
  • AssetMark Inc first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.