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MAI Capital Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

MAI Capital Management’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 		– Sell
-234
Closed -$22.2K – 4596
2026
Q1 		$22.2K Hold
234
– – ﹤0.01% 2737
2025
Q4 		$21.3K Buy
234
+2
+0.9% +$181 ﹤0.01% 2473
2025
Q3 		$21K Buy
+232
New +$20.1K ﹤0.01% 2383

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 $178B AUM 37.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

MAI Capital Management's USVM Position: Q2 2026 in Review

MAI Capital Management sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2026, closing a stake of 234 shares — an estimated $22.2K sold.

MAI Capital Management first reported a position in USVM in Q3 2025 and held it in 3 quarters. The position peaked at $22.2K in Q1 2026. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • MAI Capital Management reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 234 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $22.2K.
  • MAI Capital Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2025 and held it in 3 quarters.
  • MAI Capital Management's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $22.2K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.