Osaic Holdings
USVM icon

Osaic Holdings’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Osaic Holdings’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 		$662K Buy
6,030
+664
+12% +$68.6K ﹤0.01% 3414
2026
Q1 		$508K Sell
5,366
-1,259
-19% -$121K ﹤0.01% 3331
2025
Q4 		$605K Buy
6,625
+1,092
+20% +$98.9K ﹤0.01% 3167
2025
Q3 		$494K Buy
5,533
+1,057
+24% +$91.8K ﹤0.01% 3430
2025
Q2 		$376K Buy
4,476
+2,786
+165% +$220K ﹤0.01% 3388
2025
Q1 		$133K Buy
1,690
+1,002
+146% +$83.5K ﹤0.01% 3967
2024
Q4 		$57.9K Hold
688
– – ﹤0.01% 4600
2024
Q3 		$58.5K Buy
688
+429
+166% +$34.9K ﹤0.01% 4633
2024
Q2 		$20.1K Sell
259
-456
-64% -$35.4K ﹤0.01% 5335
2024
Q1 		$57.5K Sell
715
-168
-19% -$12.6K ﹤0.01% 4649
2023
Q4 		$65K Buy
883
+445
+102% +$29.6K ﹤0.01% 4727
2023
Q3 		$28.7K Sell
438
-134
-23% -$9.05K ﹤0.01% 5350
2023
Q2 		$38.2K Hold
572
– – ﹤0.01% 5114
2023
Q1 		$36.5K Sell
572
-1,616
-74% -$106K ﹤0.01% 5176
2022
Q4 		$138K Buy
2,188
+2,061
+1,623% +$131K ﹤0.01% 4170
2022
Q3 		$7K Sell
127
-14,327
-99% -$915K ﹤0.01% 6219
2022
Q2 		$872K Sell
14,454
-33,994
-70% -$2.21M ﹤0.01% 2415
2022
Q1 		$3.41M Buy
48,448
+47,451
+4,759% +$3.29M 0.01% 1491
2021
Q4 		$73K Buy
+997
New +$72.8K ﹤0.01% 4844
2020
Q4 		– Sell
-205
Closed -$10K – 6576
2020
Q3 		$10K Buy
205
+105
+105% +$5.08K ﹤0.01% 5280
2020
Q2 		$5K Hold
100
– – ﹤0.01% 5497
2020
Q1 		$4K Buy
+100
New +$4.9K ﹤0.01% 5469

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

Osaic Holdings's USVM Position: Q2 2026 in Review

Osaic Holdings increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 12% in Q2 2026, buying an estimated $68.6K and bringing the position to 6,030 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

Osaic Holdings first reported a position in USVM in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.41M in Q1 2022. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Osaic Holdings held 6,030 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $662K as of Q2 2026.
  • Osaic Holdings bought 664 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $68.6K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3414 holding.
  • Osaic Holdings first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2020 and has held it in 22 quarters since.
  • Osaic Holdings's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $3.41M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.