EH
USVM icon

Equitable Holdings’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Equitable Holdings’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 		– Sell
-2,492
Closed -$228K – 1760
2025
Q4 		$228K Sell
2,492
-722
-22% -$65.4K ﹤0.01% 1457
2025
Q3 		$291K Sell
3,214
-976
-23% -$84.8K ﹤0.01% 1270
2025
Q2 		$352K Buy
4,190
+1,384
+49% +$109K ﹤0.01% 1136
2025
Q1 		$221K Buy
+2,806
New +$234K ﹤0.01% 1206

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
Cerity Partners
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
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

Equitable Holdings's USVM Position: Q1 2026 in Review

Equitable Holdings sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2026, closing a stake of 2,492 shares — an estimated $228K sold.

Equitable Holdings first reported a position in USVM in Q1 2025 and held it in 4 quarters. The position peaked at $352K in Q2 2025. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Equitable Holdings reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Equitable Holdings sold 2,492 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $228K.
  • Equitable Holdings first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and held it in 4 quarters.
  • Equitable Holdings's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $352K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.