Northwestern Mutual Wealth Management
USVM icon

Northwestern Mutual Wealth Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Northwestern Mutual Wealth 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
Q1 		$29K Sell
306
-765
-71% -$73.8K ﹤0.01% 2655
2025
Q4 		$97.8K Buy
1,071
+360
+51% +$32.6K ﹤0.01% 2148
2025
Q3 		$64.4K Sell
711
-7
-1% -$608 ﹤0.01% 2221
2025
Q2 		$60.2K Sell
718
-87
-11% -$6.88K ﹤0.01% 2177
2025
Q1 		$63.4K Buy
805
+45
+6% +$3.75K ﹤0.01% 2095
2024
Q4 		$64K Sell
760
-178
-19% -$15.5K ﹤0.01% 2092
2024
Q3 		$79.8K Buy
938
+888
+1,776% +$72.2K ﹤0.01% 1989
2024
Q2 		$3.89K Buy
+50
New +$3.89K ﹤0.01% 2934
2020
Q3 		– Sell
-86
Closed -$4K – 2686
2020
Q2 		$4K Buy
+86
New +$3.61K ﹤0.01% 2125

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

Northwestern Mutual Wealth Management's USVM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 71% in Q1 2026, selling an estimated $73.8K and leaving 306 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Northwestern Mutual Wealth Management first reported a position in USVM in Q2 2020 and has held it in 9 quarters since. The position peaked at $97.8K in Q4 2025. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 306 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $29K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 765 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $73.8K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2655 holding.
  • Northwestern Mutual Wealth Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2020 and has held it in 9 quarters since.
  • Northwestern Mutual Wealth Management's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $97.8K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.