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Steward Partners Investment Advisory’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Steward Partners Investment Advisory’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 		$1.76M Sell
16,024
-370
-2% -$38.2K 0.01% 985
2026
Q1 		$1.55M Buy
16,394
+742
+5% +$71.6K 0.01% 958
2025
Q4 		$1.43M Sell
15,652
-606
-4% -$54.9K 0.01% 914
2025
Q3 		$1.47M Buy
16,258
+7,955
+96% +$691K 0.01% 896
2025
Q2 		$697K Buy
+8,303
New +$656K 0.01% 1144

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 $82.7B AUM 28.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VT
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

Steward Partners Investment Advisory's USVM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 2.3% in Q2 2026, selling an estimated $38.2K and leaving 16,024 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #985.

Steward Partners Investment Advisory first reported a position in USVM in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Steward Partners Investment Advisory held 16,024 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $1.76M as of Q2 2026.
  • Steward Partners Investment Advisory sold 370 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $38.2K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #985 holding.
  • Steward Partners Investment Advisory first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.