Independent Advisor Alliance’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Independent Advisor Alliance’s Portfolio VSMV Stock Details VSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,222	Closed	-$522K	–	1626
2026 Q1	$522K	Buy	+9,222	New	+$528K	0.01%	1099
2025 Q1	–	Sell	-10,324	Closed	-$496K	–	1362
2024 Q4	$496K	Buy	+10,324	New	+$506K	0.01%	963

Other funds holding VSMV

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TWP

Tower Wealth Partners Lewisburg, Pennsylvania $203M AUM 21.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Independent Advisor Alliance's VSMV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q2 2026, closing a stake of 9,222 shares — an estimated $522K sold.

Independent Advisor Alliance first reported a position in VSMV in Q4 2024 and held it in 2 quarters. The position peaked at $522K in Q1 2026. 30 funds tracked by Wall St. Rank hold VSMV as of Q2 2026.

Independent Advisor Alliance reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 9,222 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q2 2026, an estimated $522K.
Independent Advisor Alliance first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $522K in Q1 2026.
30 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.