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Atria Wealth Solutions’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$367K Buy
+4,286
New +$339K 0.01% 1067

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Wealth Solutions's USVM Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2025: 4,286 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #1067 among its holdings.

40 funds tracked by Wall St. Rank hold USVM as of Q2 2025.

  • Atria Wealth Solutions held 4,286 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $367K as of Q2 2025.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new Atria Wealth Solutions position in Q2 2025.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1067 holding.
  • 40 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.