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Anderson Financial Strategies’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Anderson Financial Strategies’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 		$8.65M Sell
83,430
-2,647
-3% -$255K 4.75% 8
2025
Q4 		$7.86M Buy
86,077
+1,279
+2% +$116K 4.56% 8
2025
Q3 		$7.68M Sell
84,798
-1,067
-1% -$92.7K 4.55% 8
2025
Q2 		$7.21M Sell
85,865
-920
-1% -$72.7K 4.61% 8
2025
Q1 		$6.83M Buy
+86,785
New +$7.23M 4.18% 8

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
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Anderson Financial Strategies's USVM Position: Q1 2026 in Review

Anderson Financial Strategies reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 3.1% in Q1 2026, selling an estimated $255K and leaving 83,430 shares worth $8.65M. The position accounts for 4.75% of the portfolio, ranked #8.

Anderson Financial Strategies first reported a position in USVM in Q1 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Anderson Financial Strategies held 83,430 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $8.65M as of Q1 2026.
  • Anderson Financial Strategies sold 2,647 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $255K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 4.75% of Anderson Financial Strategies's portfolio in Q1 2026, its #8 holding.
  • Anderson Financial Strategies first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.