LPL Financial
USVM icon

LPL Financial’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

LPL Financial’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 		$2.8M Buy
29,558
+17,296
+141% +$1.67M ﹤0.01% 3193
2025
Q4 		$1.12M Buy
12,262
+4,160
+51% +$377K ﹤0.01% 3953
2025
Q3 		$734K Buy
8,102
+4,769
+143% +$414K ﹤0.01% 4306
2025
Q2 		$280K Buy
3,333
+651
+24% +$51.4K ﹤0.01% 4823
2025
Q1 		$211K Sell
2,682
-851
-24% -$70.9K ﹤0.01% 4836
2024
Q4 		$297K Buy
+3,533
New +$308K ﹤0.01% 4532
2024
Q3 		– Sell
-2,954
Closed -$230K – 5288
2024
Q2 		$230K Buy
2,954
+380
+15% +$29.5K ﹤0.01% 4459
2024
Q1 		$207K Buy
+2,574
New +$192K ﹤0.01% 4485
2023
Q4 		– Sell
-5,477
Closed -$359K – 4906
2023
Q3 		$359K Sell
5,477
-557
-9% -$37.6K ﹤0.01% 3761
2023
Q2 		$403K Sell
6,034
-578
-9% -$36.8K ﹤0.01% 3623
2023
Q1 		$421K Sell
6,612
-657
-9% -$43K ﹤0.01% 3473
2022
Q4 		$458K Buy
7,269
+608
+9% +$38.5K ﹤0.01% 3330
2022
Q3 		$385K Buy
6,661
+225
+3% +$14.4K ﹤0.01% 3376
2022
Q2 		$389K Sell
6,436
-1,530
-19% -$99.6K ﹤0.01% 3420
2022
Q1 		$560K Sell
7,966
-393
-5% -$27.2K ﹤0.01% 3107
2021
Q4 		$615K Sell
8,359
-959
-10% -$70K ﹤0.01% 3099
2021
Q3 		$654K Buy
+9,318
New +$658K ﹤0.01% 2982

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

LPL Financial's USVM Position: Q1 2026 in Review

LPL Financial increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 141% in Q1 2026, buying an estimated $1.67M and bringing the position to 29,558 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

LPL Financial first reported a position in USVM in Q3 2021 and has held it in 17 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • LPL Financial held 29,558 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $2.8M as of Q1 2026.
  • LPL Financial bought 17,296 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $1.67M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3193 holding.
  • LPL Financial first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2021 and has held it in 17 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.