Fidelity Investments
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Fidelity Investments’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Fidelity Investments’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 		$29K Sell
264
-615
-70% -$63.5K ﹤0.01% 4537
2026
Q1 		$83.2K Buy
879
+771
+714% +$74.4K ﹤0.01% 3873
2025
Q4 		$9.86K Sell
108
-145
-57% -$13.1K ﹤0.01% 4734
2025
Q3 		$22.9K Buy
253
+146
+136% +$12.7K ﹤0.01% 4299
2025
Q2 		$8.98K Hold
107
– – ﹤0.01% 4561
2025
Q1 		$8.43K Hold
107
– – ﹤0.01% 4553
2024
Q4 		$9.01K Hold
107
– – ﹤0.01% 4497
2024
Q3 		$9.1K Buy
+107
New +$8.7K ﹤0.01% 4453
2023
Q3 		– Sell
-20
Closed -$1.33K – 5534
2023
Q2 		$1.33K Buy
+20
New +$1.27K ﹤0.01% 4670
2023
Q1 		– Sell
-1
Closed -$63 – 5537
2022
Q4 		$63 Buy
+1
New +$63 ﹤0.01% 4922
2020
Q2 		– Sell
-4
Closed – – 4194
2020
Q1 		$0 Buy
4
+3
+300% +$147 ﹤0.01% 4287
2019
Q4 		$0 Sell
1
-1
-50% -$52 ﹤0.01% 4290
2019
Q3 		$0 Buy
2
+1
+100% +$51 ﹤0.01% 4249
2019
Q2 		$0 Buy
+1
New +$51 ﹤0.01% 4199
2019
Q1 		– Sell
-3
Closed – – 4236
2018
Q4 		$0 Buy
+3
New +$151 ﹤0.01% 4192

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

Fidelity Investments's USVM Position: Q2 2026 in Review

Fidelity Investments reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 70% in Q2 2026, selling an estimated $63.5K and leaving 264 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #4537.

Fidelity Investments first reported a position in USVM in Q4 2018 and has held it in 15 quarters since. The position peaked at $83.2K in Q1 2026. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Fidelity Investments held 264 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $29K as of Q2 2026.
  • Fidelity Investments sold 615 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $63.5K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4537 holding.
  • Fidelity Investments first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2018 and has held it in 15 quarters since.
  • Fidelity Investments's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $83.2K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.