UBS AM
USVM icon

UBS AM’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

UBS AM’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 		$6.37K Hold
58
– – ﹤0.01% 3362
2026
Q1 		$5.49K Buy
+58
New +$5.59K ﹤0.01% 3445

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

UBS AM's USVM Position: Q2 2026 in Review

UBS AM held its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) position steady in Q2 2026 at 58 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

UBS AM first reported a position in USVM in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • UBS AM held 58 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $6.37K as of Q2 2026.
  • UBS AM left its VictoryShares US Small Mid Cap Value Momentum ETF share count unchanged in Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3362 holding.
  • UBS AM first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.