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
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 $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

Fidelity Investments's USVM Position: Q1 2026 in Review

Fidelity Investments increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 714% in Q1 2026, buying an estimated $74.4K and bringing the position to 879 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3873.

Fidelity Investments first reported a position in USVM in Q4 2018 and has held it in 14 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Fidelity Investments held 879 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $83.2K as of Q1 2026.
  • Fidelity Investments bought 771 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $74.4K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3873 holding.
  • Fidelity Investments first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2018 and has held it in 14 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.