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 Q3	$23.9K	Sell	231 -33	-13%	-$3.59K	﹤0.01%	4650
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	$9.9K	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	$8.42K	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	-$1.34K	–	5534
2023 Q2	$1.34K	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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Fidelity Investments's USVM Position: Q3 2026 in Review

Fidelity Investments reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 13% in Q3 2026, selling an estimated $3.59K and leaving 231 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4650.

Fidelity Investments first reported a position in USVM in Q4 2018 and has held it in 16 quarters since. The position peaked at $83.2K in Q1 2026. 37 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

Fidelity Investments held 231 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $23.9K as of Q3 2026.
Fidelity Investments sold 33 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $3.59K.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #4650 holding.
Fidelity Investments first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2018 and has held it in 16 quarters since.
Fidelity Investments's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $83.2K in Q1 2026.
37 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.