Parallel Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Parallel Advisors’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	$8.24K	Buy	+87	New	+$8.39K	﹤0.01%	2838
2023 Q4	–	Sell	-160	Closed	-$10.5K	–	3484
2023 Q3	$10.5K	Hold	160	–	–	﹤0.01%	2173
2023 Q2	$10.7K	Hold	160	–	–	﹤0.01%	2150
2023 Q1	$10.2K	Hold	160	–	–	﹤0.01%	2118
2022 Q4	$10.1K	Hold	160	–	–	﹤0.01%	2019
2022 Q3	$9K	Buy	+160	New	+$10.2K	﹤0.01%	2050

Other funds holding USVM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Parallel Advisors's USVM Position: Q1 2026 in Review

Parallel Advisors opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2026: 87 shares worth $8.24K. The stake represents ﹤0.01% of the portfolio and ranks #2838 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in USVM as recently as Q3 2023.

Parallel Advisors first reported a position in USVM in Q3 2022 and has held it in 6 quarters since. The position peaked at $10.7K in Q2 2023. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

Parallel Advisors held 87 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $8.24K as of Q1 2026.
VictoryShares US Small Mid Cap Value Momentum ETF was a new Parallel Advisors position in Q1 2026.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2838 holding.
Parallel Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2022 and has held it in 6 quarters since.
Parallel Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $10.7K in Q2 2023.
58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.