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Integrated Wealth Concepts’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Integrated Wealth Concepts’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 		$30.8K Buy
+514
New +$30.4K ﹤0.01% 3760

Other funds holding VSMV

GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Integrated Wealth Concepts's VSMV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q2 2026: 514 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #3760 among its holdings.

32 funds tracked by Wall St. Rank hold VSMV as of Q2 2026.

  • Integrated Wealth Concepts held 514 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $30.8K as of Q2 2026.
  • VictoryShares US Multi-Factor Minimum Volatility ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3760 holding.
  • 32 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.