Beacon Financial Advisory’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Beacon Financial Advisory’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	$1.47M	Sell	15,486 -12,974	-46%	-$1.25M	0.33%	66
2025 Q4	$2.6M	Buy	28,460 +26	+0.1%	+$2.35K	0.6%	30
2025 Q3	$2.56M	Sell	28,434 -17,901	-39%	-$1.55M	0.59%	29
2025 Q2	$3.89M	Sell	46,335 -1,178	-2%	-$93.1K	1.01%	16
2025 Q1	$3.74M	Buy	47,513 +9,618	+25%	+$801K	1.13%	14
2024 Q4	$3.19M	Buy	37,895 +11,018	+41%	+$960K	1.04%	16
2024 Q3	$2.29M	Buy	26,877 +15,589	+138%	+$1.27M	0.78%	20
2024 Q2	$877K	Buy	+11,288	New	+$877K	0.33%	89

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

Beacon Financial Advisory's USVM Position: Q1 2026 in Review

Beacon Financial Advisory reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 46% in Q1 2026, selling an estimated $1.25M and leaving 15,486 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #66.

Beacon Financial Advisory first reported a position in USVM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.89M in Q2 2025. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

Beacon Financial Advisory held 15,486 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $1.47M as of Q1 2026.
Beacon Financial Advisory sold 12,974 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $1.25M.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.33% of Beacon Financial Advisory's portfolio in Q1 2026, its #66 holding.
Beacon Financial Advisory first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $3.89M in Q2 2025.
58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.