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

UBS Group’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 		$62.3K Buy
+658
New +$63.5K ﹤0.01% 7249
2025
Q2 		– Sell
-1,462
Closed -$115K – 10855
2025
Q1 		$115K Buy
1,462
+1,355
+1,266% +$113K ﹤0.01% 6947
2024
Q4 		$9.01K Buy
+107
New +$9.32K ﹤0.01% 8377
2024
Q2 		– Sell
-134
Closed -$10.8K – 10129
2024
Q1 		$10.8K Sell
134
-19
-12% -$1.42K ﹤0.01% 7211
2023
Q4 		$11.3K Sell
153
-895
-85% -$59.5K ﹤0.01% 7400
2023
Q3 		$68.7K Buy
1,048
+678
+183% +$45.8K ﹤0.01% 6085
2023
Q2 		$24.7K Sell
370
-3,111
-89% -$198K ﹤0.01% 6786
2023
Q1 		$222K Sell
3,481
-1,240
-26% -$81.2K ﹤0.01% 5307
2022
Q4 		$297K Sell
4,721
-1,061
-18% -$67.3K ﹤0.01% 5137
2022
Q3 		$334K Buy
5,782
+5,569
+2,615% +$356K ﹤0.01% 4689
2022
Q2 		$13K Buy
213
+200
+1,538% +$13K ﹤0.01% 7554
2022
Q1 		$1K Sell
13
-558
-98% -$38.7K ﹤0.01% 9937
2021
Q4 		$42K Buy
571
+137
+32% +$10K ﹤0.01% 7077
2021
Q3 		$30K Buy
434
+247
+132% +$17.5K ﹤0.01% 6761
2021
Q2 		$14K Sell
187
-277
-60% -$19.4K ﹤0.01% 7720
2021
Q1 		$32K Sell
464
-2,018
-81% -$134K ﹤0.01% 6962
2020
Q4 		$148K Sell
2,482
-649
-21% -$35.5K ﹤0.01% 5436
2020
Q3 		$153K Buy
3,131
+3,039
+3,303% +$147K ﹤0.01% 4951
2020
Q2 		$4K Sell
92
-823
-90% -$34.6K ﹤0.01% 7481
2020
Q1 		$33K Sell
915
-151
-14% -$7.39K ﹤0.01% 6147
2019
Q4 		$58K Sell
1,066
-1,839
-63% -$95.9K ﹤0.01% 6268
2019
Q3 		$146K Buy
2,905
+1,122
+63% +$56.7K ﹤0.01% 5506
2019
Q2 		$91K Sell
1,783
-385
-18% -$19.6K ﹤0.01% 5442
2019
Q1 		$111K Sell
2,168
-614
-22% -$30.9K ﹤0.01% 4995
2018
Q4 		$126K Sell
2,782
-312
-10% -$15.7K ﹤0.01% 5336
2018
Q3 		$172K Sell
3,094
-422
-12% -$23.6K ﹤0.01% 5181
2018
Q2 		$190K Buy
+3,516
New +$186K ﹤0.01% 4983

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

UBS Group's USVM Position: Q1 2026 in Review

UBS Group opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2026: 658 shares worth $62.3K. The stake represents ﹤0.01% of the portfolio and ranks #7249 among its holdings. This is a return to the name: UBS Group previously reported a position in USVM as recently as Q1 2025.

UBS Group first reported a position in USVM in Q2 2018 and has held it in 27 quarters since. The position peaked at $334K in Q3 2022. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • UBS Group held 658 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $62.3K as of Q1 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new UBS Group position in Q1 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7249 holding.
  • UBS Group first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2018 and has held it in 27 quarters since.
  • UBS Group's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $334K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.