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
Q2 		$340K Buy
+3,093
New +$320K ﹤0.01% 1499
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 $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

Equitable Holdings's USVM Position: Q2 2026 in Review

Equitable Holdings opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2026: 3,093 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1499 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in USVM as recently as Q4 2025.

Equitable Holdings first reported a position in USVM in Q1 2025 and has held it in 5 quarters since. The position peaked at $352K in Q2 2025. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Equitable Holdings held 3,093 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $340K as of Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new Equitable Holdings position in Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1499 holding.
  • Equitable Holdings first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • Equitable Holdings's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $352K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.