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 Q2	$3.12M	Buy	28,375 +14,996	+112%	+$1.55M	﹤0.01%	2004
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 $178B AUM 37.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Cetera Investment Advisers's USVM Position: Q2 2026 in Review

Cetera Investment Advisers increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 112% in Q2 2026, buying an estimated $1.55M and bringing the position to 28,375 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Cetera Investment Advisers first reported a position in USVM in Q2 2024 and has held it in 9 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

Cetera Investment Advisers held 28,375 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $3.12M as of Q2 2026.
Cetera Investment Advisers bought 14,996 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $1.55M.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2004 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 9 quarters since.
63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.