Cetera Investment Advisers’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Cetera Investment Advisers’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	$1.27M	Buy	13,379 +7,716	+136%	+$744K	﹤0.01%	2702
2025 Q4	$517K	Buy	5,663 +297	+6%	+$26.9K	﹤0.01%	3410
2025 Q3	$486K	Buy	5,366 +666	+14%	+$57.8K	﹤0.01%	3407
2025 Q2	$394K	Sell	4,700 -145	-3%	-$11.5K	﹤0.01%	3151
2025 Q1	$381K	Buy	4,845 +145	+3%	+$12.1K	﹤0.01%	3076
2024 Q4	$396K	Buy	4,700 +547	+13%	+$47.6K	﹤0.01%	2877
2024 Q3	$353K	Sell	4,153 -94	-2%	-$7.64K	﹤0.01%	2930
2024 Q2	$330K	Buy	+4,247	New	+$330K	﹤0.01%	2941

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

Cetera Investment Advisers's USVM Position: Q1 2026 in Review

Cetera Investment Advisers increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 136% in Q1 2026, buying an estimated $744K and bringing the position to 13,379 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Cetera Investment Advisers first reported a position in USVM in Q2 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

Cetera Investment Advisers held 13,379 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $1.27M as of Q1 2026.
Cetera Investment Advisers bought 7,716 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $744K.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2702 holding.
Cetera Investment Advisers first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2024 and has held it in 8 quarters since.
58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.