Cerity Partners
USVM icon

Cerity Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Cerity Partners’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 		$136M Buy
1,434,258
+26,295
+2% +$2.54M 0.19% 107
2025
Q4 		$129M Buy
1,407,963
+14,104
+1% +$1.28M 0.19% 106
2025
Q3 		$126M Buy
1,393,859
+29,245
+2% +$2.54M 0.2% 99
2025
Q2 		$115M Buy
1,364,614
+249,822
+22% +$19.7M 0.2% 103
2025
Q1 		$87.8M Buy
1,114,792
+31,281
+3% +$2.61M 0.18% 122
2024
Q4 		$91.2M Sell
1,083,511
-15,973
-1% -$1.39M 0.2% 103
2024
Q3 		$93.5M Buy
1,099,484
+18,491
+2% +$1.5M 0.21% 104
2024
Q2 		$84M Buy
1,080,993
+7,807
+0.7% +$607K 0.22% 98
2024
Q1 		$86.3M Sell
1,073,186
-47,956
-4% -$3.59M 0.23% 95
2023
Q4 		$82.5M Sell
1,121,142
-38,454
-3% -$2.56M 0.27% 84
2023
Q3 		$76M Sell
1,159,596
-180,682
-13% -$12.2M 0.37% 68
2023
Q2 		$89.5M Buy
+1,340,278
New +$85.4M 0.35% 60

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
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Cerity Partners's USVM Position: Q1 2026 in Review

Cerity Partners increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 1.9% in Q1 2026, buying an estimated $2.54M and bringing the position to 1,434,258 shares worth $136M. The position accounts for 0.19% of the portfolio, ranked #107.

Cerity Partners first reported a position in USVM in Q2 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Cerity Partners held 1,434,258 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $136M as of Q1 2026.
  • Cerity Partners bought 26,295 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $2.54M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.19% of Cerity Partners's portfolio in Q1 2026, its #107 holding.
  • Cerity Partners first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2023 and has held it in 12 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.