Wells Fargo’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Wells Fargo’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	$10.8K	Sell	114 -1,832	-94%	-$177K	﹤0.01%	5948
2025 Q4	$178K	Buy	1,946 +827	+74%	+$74.9K	﹤0.01%	5130
2025 Q3	$101K	Buy	1,119 +1,118	+111,800%	+$97.1K	﹤0.01%	5317
2025 Q2	$76	Hold	1	–	–	﹤0.01%	6516
2025 Q1	$45	Sell	1 -66	-99%	-$5.5K	﹤0.01%	6472
2024 Q4	$5.64K	Buy	+67	New	+$5.84K	﹤0.01%	6041
2023 Q3	–	Sell	-103	Closed	-$6.87K	–	7696
2023 Q2	$6.87K	Hold	103	–	–	﹤0.01%	6010
2023 Q1	$6.56K	Hold	103	–	–	﹤0.01%	5984
2022 Q4	$6.49K	Buy	103 +102	+10,200%	+$6.46K	﹤0.01%	5699
2022 Q3	$0	Hold	1	–	–	﹤0.01%	7421
2022 Q2	$0	Hold	1	–	–	﹤0.01%	7545
2022 Q1	$0	Buy	+1	New	+$69	﹤0.01%	7869
2021 Q3	–	Sell	-1	Closed	–	–	7562
2021 Q2	$0	Buy	+1	New	+$70	﹤0.01%	7476
2020 Q2	–	Sell	-1	Closed	–	–	6867
2020 Q1	$0	Buy	+1	New	+$49	﹤0.01%	6843

Other funds holding USVM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Wells Fargo's USVM Position: Q1 2026 in Review

Wells Fargo reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 94% in Q1 2026, selling an estimated $177K and leaving 114 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5948.

Wells Fargo first reported a position in USVM in Q1 2020 and has held it in 14 quarters since. The position peaked at $178K in Q4 2025. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

Wells Fargo held 114 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $10.8K as of Q1 2026.
Wells Fargo sold 1,832 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $177K.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5948 holding.
Wells Fargo first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2020 and has held it in 14 quarters since.
Wells Fargo's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $178K in Q4 2025.
58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.