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 Q2	$6.37K	Sell	58 -29	-33%	-$3K	﹤0.01%	3126
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 $178B AUM 37.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Parallel Advisors's USVM Position: Q2 2026 in Review

Parallel Advisors reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 33% in Q2 2026, selling an estimated $3K and leaving 58 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Parallel Advisors first reported a position in USVM in Q3 2022 and has held it in 7 quarters since. The position peaked at $10.7K in Q2 2023. 62 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

Parallel Advisors held 58 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $6.37K as of Q2 2026.
Parallel Advisors sold 29 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $3K.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3126 holding.
Parallel Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2022 and has held it in 7 quarters since.
Parallel Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $10.7K in Q2 2023.
62 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.