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
Q2 		$6.1M Buy
55,501
+25,943
+88% +$2.68M ﹤0.01% 2609
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% -$100K ﹤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 $67.3B AUM 21.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Anderson Financial Strategies
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

LPL Financial's USVM Position: Q2 2026 in Review

LPL Financial increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 88% in Q2 2026, buying an estimated $2.68M and bringing the position to 55,501 shares worth $6.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

LPL Financial first reported a position in USVM in Q3 2021 and has held it in 18 quarters since. 62 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • LPL Financial held 55,501 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $6.1M as of Q2 2026.
  • LPL Financial bought 25,943 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $2.68M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2609 holding.
  • LPL Financial first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2021 and has held it in 18 quarters since.
  • 62 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.