Raymond James Financial’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Raymond James Financial’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 Q3	$7.03M	Buy	68,116 +7,619	+13%	+$828K	﹤0.01%	2446
2026 Q2	$6.64M	Buy	60,497 +381	+0.6%	+$39.4K	﹤0.01%	2515
2026 Q1	$5.69M	Buy	60,116 +13,339	+29%	+$1.29M	﹤0.01%	2484
2025 Q4	$4.27M	Buy	46,777 +28,177	+151%	+$2.55M	﹤0.01%	2642
2025 Q3	$1.68M	Buy	18,600 +3,845	+26%	+$334K	﹤0.01%	3302
2025 Q2	$1.24M	Buy	14,755 +6,905	+88%	+$546K	﹤0.01%	3432
2025 Q1	$618K	Buy	+7,850	New	+$654K	﹤0.01%	3800

Other funds holding USVM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Raymond James Financial's USVM Position: Q3 2026 in Review

Raymond James Financial increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 13% in Q3 2026, buying an estimated $828K and bringing the position to 68,116 shares worth $7.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Raymond James Financial first reported a position in USVM in Q1 2025 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

Raymond James Financial held 68,116 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $7.03M as of Q3 2026.
Raymond James Financial bought 7,619 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $828K.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2446 holding.
Raymond James Financial first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.