Bank of America
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Bank of America’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Bank of America’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 		$2.26M Buy
23,835
+5,867
+33% +$566K ﹤0.01% 4038
2025
Q4 		$1.64M Sell
17,968
-6,146
-25% -$557K ﹤0.01% 4218
2025
Q3 		$2.18M Sell
24,114
-713
-3% -$61.9K ﹤0.01% 4754
2025
Q2 		$2.08M Sell
24,827
-12,917
-34% -$1.02M ﹤0.01% 4743
2025
Q1 		$2.97M Buy
37,744
+23,381
+163% +$1.95M ﹤0.01% 4322
2024
Q4 		$1.21M Buy
14,363
+54
+0.4% +$4.7K ﹤0.01% 4865
2024
Q3 		$1.22M Buy
14,309
+2,972
+26% +$242K ﹤0.01% 4923
2024
Q2 		$881K Buy
11,337
+4,163
+58% +$324K ﹤0.01% 4979
2024
Q1 		$577K Buy
7,174
+2,856
+66% +$214K ﹤0.01% 5272
2023
Q4 		$318K Buy
4,318
+122
+3% +$8.11K ﹤0.01% 5796
2023
Q3 		$275K Buy
4,196
+171
+4% +$11.6K ﹤0.01% 5712
2023
Q2 		$269K Sell
4,025
-825
-17% -$52.5K ﹤0.01% 5637
2023
Q1 		$309K Buy
4,850
+591
+14% +$38.7K ﹤0.01% 5683
2022
Q4 		$268K Buy
4,259
+816
+24% +$51.7K ﹤0.01% 5760
2022
Q3 		$198K Buy
3,443
+1,465
+74% +$93.5K ﹤0.01% 5985
2022
Q2 		$120K Buy
1,978
+1,478
+296% +$96.2K ﹤0.01% 6382
2022
Q1 		$35K Sell
500
-371
-43% -$25.7K ﹤0.01% 7316
2021
Q4 		$64K Hold
871
– – ﹤0.01% 7092
2021
Q3 		$61K Hold
871
– – ﹤0.01% 6959
2021
Q2 		$63K Hold
871
– – ﹤0.01% 6731
2021
Q1 		$59K Hold
871
– – ﹤0.01% 6584
2020
Q4 		$52K Hold
871
– – ﹤0.01% 6315
2020
Q3 		$42K Buy
871
+294
+51% +$14.2K ﹤0.01% 6085
2020
Q2 		$26K Sell
577
-500
-46% -$21K ﹤0.01% 6200
2020
Q1 		$39K Buy
1,077
+500
+87% +$24.5K ﹤0.01% 5960
2019
Q4 		$31K Sell
577
-300
-34% -$15.7K ﹤0.01% 6404
2019
Q3 		$44K Hold
877
– – ﹤0.01% 6366
2019
Q2 		$45K Hold
877
– – ﹤0.01% 6345
2019
Q1 		$45K Hold
877
– – ﹤0.01% 6238
2018
Q4 		$40K Hold
877
– – ﹤0.01% 6285
2018
Q3 		$49K Buy
+877
New +$49K ﹤0.01% 6222

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

Bank of America's USVM Position: Q1 2026 in Review

Bank of America increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 33% in Q1 2026, buying an estimated $566K and bringing the position to 23,835 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

Bank of America first reported a position in USVM in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.97M in Q1 2025. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Bank of America held 23,835 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $2.26M as of Q1 2026.
  • Bank of America bought 5,867 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $566K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4038 holding.
  • Bank of America first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2018 and has held it in 31 quarters since.
  • Bank of America's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $2.97M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.