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Tower Wealth Partners’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Tower Wealth Partners’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 		$18.2M Sell
322,286
-95,293
-23% -$5.46M 10.08% 3
2025
Q4 		$23.1M Buy
417,579
+1,703
+0.4% +$92.5K 12.69% 1
2025
Q3 		$22.3M Buy
415,876
+2,849
+0.7% +$145K 12.26% 1
2025
Q2 		$20.4M Buy
413,027
+8,602
+2% +$413K 12.03% 1
2025
Q1 		$19.6M Buy
404,425
+1,135
+0.3% +$55.3K 10.47% 1
2024
Q4 		$19.4M Sell
403,290
-1,355
-0.3% -$66.5K 10.13% 1
2024
Q3 		$19.7M Sell
404,645
-814
-0.2% -$38.3K 11.43% 1
2024
Q2 		$18.4M Buy
405,459
+8,973
+2% +$399K 11.38% 1
2024
Q1 		$17.9M Buy
396,486
+4,677
+1% +$204K 11.65% 1
2023
Q4 		$16.5M Sell
391,809
-2,061
-0.5% -$83.5K 11.65% 1
2023
Q3 		$15.5M Buy
393,870
+1,226
+0.3% +$49.6K 12.72% 1
2023
Q2 		$16M Sell
392,644
-38,010
-9% -$1.5M 12.8% 1
2023
Q1 		$16.7M Buy
430,654
+5,236
+1% +$200K 13.92% 1
2022
Q4 		$16.2M Buy
425,418
+4,544
+1% +$172K 14.14% 1
2022
Q3 		$16M Sell
420,874
-26,330
-6% -$986K 15.2% 1
2022
Q2 		$16.4M Buy
447,204
+32,709
+8% +$1.29M 21.8% 1
2022
Q1 		$17.3M Buy
414,495
+1,171
+0.3% +$47.2K 18.74% 1
2021
Q4 		$17.4M Buy
413,324
+14,783
+4% +$595K 17.63% 1
2021
Q3 		$15.2M Buy
398,541
+72,098
+22% +$2.83M 16.06% 1
2021
Q2 		$12.5M Buy
326,443
+39,307
+14% +$1.48M 13.7% 2
2021
Q1 		$10.3M Sell
287,136
-1,687
-0.6% -$58.5K 13.32% 1
2020
Q4 		$9.82M Buy
+288,823
New +$9.5M 11.25% 4

Other funds holding VSMV

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Tower Wealth Partners's VSMV Position: Q1 2026 in Review

Tower Wealth Partners reduced its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 23% in Q1 2026, selling an estimated $5.46M and leaving 322,286 shares worth $18.2M. The position accounts for 10.08% of the portfolio, ranked #3.

Tower Wealth Partners first reported a position in VSMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.1M in Q4 2025. 29 funds tracked by Wall St. Rank hold VSMV as of Q1 2026.

  • Tower Wealth Partners held 322,286 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $18.2M as of Q1 2026.
  • Tower Wealth Partners sold 95,293 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q1 2026, an estimated $5.46M.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up 10.08% of Tower Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Tower Wealth Partners first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $23.1M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.