Envestnet Asset Management
USVM icon

Envestnet Asset Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Envestnet Asset Management’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 		$764K Buy
6,958
+117
+2% +$12.1K ﹤0.01% 3793
2026
Q1 		$648K Buy
6,841
+2,334
+52% +$225K ﹤0.01% 3740
2025
Q4 		$411K Buy
4,507
+73
+2% +$6.61K ﹤0.01% 3838
2025
Q3 		$402K Sell
4,434
-3
-0.1% -$261 ﹤0.01% 3905
2025
Q2 		$372K Sell
4,437
-5,239
-54% -$414K ﹤0.01% 3907
2025
Q1 		$762K Buy
+9,676
New +$806K ﹤0.01% 3373

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 $178B AUM 37.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VT
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

Envestnet Asset Management's USVM Position: Q2 2026 in Review

Envestnet Asset Management increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 1.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 6,958 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #3793.

Envestnet Asset Management first reported a position in USVM in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Envestnet Asset Management held 6,958 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $764K as of Q2 2026.
  • Envestnet Asset Management bought 117 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $12.1K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3793 holding.
  • Envestnet Asset Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.