USVM β€” VICTORY PORTFOLIOS II

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  7 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VICTORY PORTFOLIOS II (USVM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.34% in 2026 Q1. The latest visible filing shows USVM at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USVM was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held USVM β€” position size vs. price
% of Fund (quarterly)    USVM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,973,559 -1,802,427 -20.5% 1.34% $659.5M 2026-04-08 $98.46
2025 Q4 ADDED 8,775,986 +618,272 +7.6% 1.13% $829.5M 2026-01-08 $94.68
2025 Q3 ADDED 8,157,714 +688,748 +9.2% 1.11% $736.8M 2025-10-29 $88.47
2025 Q2 ADDED 7,468,966 +750,761 +11.2% 1.06% $639.8M 2025-07-10 $84.19
2025 Q1 ADDED 6,718,205 +6,711,843 +105498.9% 1.01% $529.0M 2025-04-16 $71.71
2024 Q4 UNCHANGED 6,362 β€” 0% 0.00% $541K 2025-01-10 $81.06
2024 Q3 INITIATED 6,362 β€” β€” 0.00% $541K 2024-10-24 $82.18

🏒 Other funds also holding USVM

As of 2026 Q1 β€” sorted by position size

Wealth Enhancement Trust Services, Inc. 0.61% NorthCrest Asset Manangement, LLC 3Y 0.24%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and USVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning USVM?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported USVM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported USVM position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for USVM was 1.34% in 2026 Q1.

What is the latest reported USVM position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 6,973,559 shares, equal to 1.34% of portfolio, with an estimated market value of $659.5M.

What does the chart on this USVM ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly USVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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