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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
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 $156B AUM 27.51% 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 $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 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 $5.09B AUM 22.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's USVM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 4.7% in Q1 2026, buying an estimated $71.6K and bringing the position to 16,394 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #958.

Steward Partners Investment Advisory first reported a position in USVM in Q2 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Steward Partners Investment Advisory held 16,394 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $1.55M as of Q1 2026.
  • Steward Partners Investment Advisory bought 742 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $71.6K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #958 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 4 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.