Bogart Wealth LLC’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Bogart Wealth LLC’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	$5.54K	Hold	59	–	–	﹤0.01%	1037
2025 Q4	$5.35K	Hold	59	–	–	﹤0.01%	983
2025 Q3	$5.3K	Hold	59	–	–	﹤0.01%	965
2025 Q2	$4.91K	Hold	59	–	–	﹤0.01%	940
2025 Q1	$4.61K	Hold	59	–	–	﹤0.01%	916
2024 Q4	$4.93K	Hold	59	–	–	﹤0.01%	883
2024 Q3	$4.98K	Hold	59	–	–	﹤0.01%	831
2024 Q2	$4.55K	Hold	59	–	–	﹤0.01%	811
2024 Q1	$4.71K	Hold	59	–	–	﹤0.01%	778
2023 Q4	$4.31K	Hold	59	–	–	﹤0.01%	779
2023 Q3	$3.84K	Hold	59	–	–	﹤0.01%	783
2023 Q2	$3.91K	Hold	59	–	–	﹤0.01%	769
2023 Q1	$3.73K	Hold	59	–	–	﹤0.01%	782
2022 Q4	$3.69K	Hold	59	–	–	﹤0.01%	715
2022 Q3	$3K	Hold	59	–	–	﹤0.01%	795
2022 Q2	$4K	Buy	59 +1	+2%	+$65	﹤0.01%	702
2022 Q1	$4K	Sell	58 -1	-2%	-$69	﹤0.01%	614
2021 Q4	$4K	Buy	+59	New	+$4.31K	﹤0.01%	597

Other funds holding USVM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bogart Wealth LLC's USVM Position: Q1 2026 in Review

Bogart Wealth LLC held its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) position steady in Q1 2026 at 59 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Bogart Wealth LLC first reported a position in USVM in Q4 2021 and has held it in 18 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

Bogart Wealth LLC held 59 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $5.54K as of Q1 2026.
Bogart Wealth LLC left its VictoryShares US Small Mid Cap Value Momentum ETF share count unchanged in Q1 2026.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1037 holding.
Bogart Wealth LLC first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2021 and has held it in 18 quarters since.
58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.