Steward Partners Investment Advisory’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Steward Partners Investment Advisory’s Portfolio VSMV Stock Details VSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.6K	Sell	1,000 -250	-20%	-$14.3K	﹤0.01%	2716
2025 Q4	$69.1K	Hold	1,250	–	–	﹤0.01%	2500
2025 Q3	$67.1K	Hold	1,250	–	–	﹤0.01%	2464
2025 Q2	$61.6K	Hold	1,250	–	–	﹤0.01%	2373
2025 Q1	$60.5K	Hold	1,250	–	–	﹤0.01%	2283
2024 Q4	$60K	Hold	1,250	–	–	﹤0.01%	2244
2024 Q3	$60.7K	Hold	1,250	–	–	﹤0.01%	2133
2024 Q2	$56.8K	Hold	1,250	–	–	﹤0.01%	2046
2024 Q1	$56.5K	Hold	1,250	–	–	﹤0.01%	2043
2023 Q4	$52.6K	Hold	1,250	–	–	﹤0.01%	1969
2023 Q3	$49.1K	Buy	1,250 +250	+25%	+$10.1K	﹤0.01%	1920
2023 Q2	$40.7K	Hold	1,000	–	–	﹤0.01%	1965
2023 Q1	$38.7K	Sell	1,000 -170	-15%	-$6.5K	﹤0.01%	1968
2022 Q4	$44.6K	Buy	1,170 +170	+17%	+$6.43K	﹤0.01%	1882
2022 Q3	$35K	Hold	1,000	–	–	﹤0.01%	1963
2022 Q2	$37K	Hold	1,000	–	–	﹤0.01%	1955
2022 Q1	$42K	Sell	1,000 -400	-29%	-$16.1K	﹤0.01%	2005
2021 Q4	$59K	Hold	1,400	–	–	﹤0.01%	1831
2021 Q3	$54K	Hold	1,400	–	–	﹤0.01%	1857
2021 Q2	$53K	Hold	1,400	–	–	﹤0.01%	3240
2021 Q1	$50.4K	Hold	1,400	–	–	﹤0.01%	1979
2020 Q4	$48K	Hold	1,400	–	–	﹤0.01%	1695
2020 Q3	$45K	Hold	1,400	–	–	﹤0.01%	1548
2020 Q2	$43K	Hold	1,400	–	–	﹤0.01%	1479
2020 Q1	$37K	Hold	1,400	–	–	﹤0.01%	1380
2019 Q4	$46K	Buy	1,400 +400	+40%	+$12.9K	﹤0.01%	1441
2019 Q3	$31K	Buy	+1,000	New	+$31.4K	﹤0.01%	1570

Other funds holding VSMV

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TWP

Tower Wealth Partners Lewisburg, Pennsylvania $181M AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 20% in Q1 2026, selling an estimated $14.3K and leaving 1,000 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

Steward Partners Investment Advisory first reported a position in VSMV in Q3 2019 and has held it in 27 quarters since. The position peaked at $69.1K in Q4 2025. 29 funds tracked by Wall St. Rank hold VSMV as of Q1 2026.

Steward Partners Investment Advisory held 1,000 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $56.6K as of Q1 2026.
Steward Partners Investment Advisory sold 250 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q1 2026, an estimated $14.3K.
VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2716 holding.
Steward Partners Investment Advisory first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q3 2019 and has held it in 27 quarters since.
Steward Partners Investment Advisory's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $69.1K in Q4 2025.
29 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q1 2026.

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