Sigma Planning Corp’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Sigma Planning Corp’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	$230K	Buy	+2,427	New	+$234K	0.01%	1173

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

Sigma Planning Corp's USVM Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2026: 2,427 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #1173 among its holdings.

58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

Sigma Planning Corp held 2,427 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $230K as of Q1 2026.
VictoryShares US Small Mid Cap Value Momentum ETF was a new Sigma Planning Corp position in Q1 2026.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1173 holding.
58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.