Tower Wealth Partners, Inc. VSMV holdings history
VICTORYSHARES US MIN VOL ETF · CUSIP 92647N691 · CIK 1852808
As of 2026-06-30, Tower Wealth Partners, Inc. reported 317.45K VSMV (shares), valued at $18.98M, or 9.37% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 1.50%; reported value increased 4.13%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 9.37% | 317,448 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 10.08% | 322,286 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 12.69% | 417,579 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 12.26% | 415,876 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 12.03% | 413,027 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 10.47% | 404,425 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 10.13% | 403,290 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 11.43% | 404,645 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 11.38% | 405,459 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 11.65% | 396,486 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 11.65% | 391,809 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 12.72% | 393,870 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 12.72% | 393,870 | $15.48M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 11.65% | 391,809 | $16.48M | Shares decreased 0.52%; reported value increased 6.46%, and weight changed -1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 11.65% | 396,486 | $17.94M | Shares increased 1.19%; reported value increased 8.82%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 11.38% | 405,459 | $18.42M | Shares increased 2.26%; reported value increased 2.72%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 11.43% | 404,645 | $19.66M | Shares decreased 0.20%; reported value increased 6.70%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 10.13% | 403,290 | $19.37M | Shares decreased 0.33%; reported value decreased 1.46%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 10.47% | 404,425 | $19.59M | Shares increased 0.28%; reported value increased 1.12%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 12.03% | 413,027 | $20.36M | Shares increased 2.13%; reported value increased 3.93%, and weight changed +1.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 12.26% | 415,876 | $22.32M | Shares increased 0.69%; reported value increased 9.63%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 12.69% | 417,579 | $23.08M | Shares increased 0.41%; reported value increased 3.42%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 10.08% | 322,286 | $18.23M | Shares decreased 22.82%; reported value decreased 21.00%, and weight changed -2.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 9.37% | 317,448 | $18.98M | Shares decreased 1.50%; reported value increased 4.13%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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