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 Q2	$9.03M	Sell	81,804 -1,626	-2%	-$168K	4.7%	8
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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Anderson Financial Strategies's USVM Position: Q2 2026 in Review

Anderson Financial Strategies reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 1.9% in Q2 2026, selling an estimated $168K and leaving 81,804 shares worth $9.03M. The position accounts for 4.7% of the portfolio, ranked #8.

Anderson Financial Strategies first reported a position in USVM in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

Anderson Financial Strategies held 81,804 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $9.03M as of Q2 2026.
Anderson Financial Strategies sold 1,626 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $168K.
VictoryShares US Small Mid Cap Value Momentum ETF made up 4.7% of Anderson Financial Strategies's portfolio in Q2 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 6 quarters since.
63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.