Raymond James Financial
USVM icon

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
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
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 $70.8B AUM 21.68% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 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 $8.83B AUM 27.11% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Raymond James Financial's USVM Position: Q1 2026 in Review

Raymond James Financial increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 29% in Q1 2026, buying an estimated $1.29M and bringing the position to 60,116 shares worth $5.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Raymond James Financial first reported a position in USVM in Q1 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Raymond James Financial held 60,116 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $5.69M as of Q1 2026.
  • Raymond James Financial bought 13,339 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $1.29M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2484 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 5 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.