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 Q3	$1.88M	Buy	18,202 +1,196	+7%	+$130K	0.36%	58
2026 Q2	$1.87M	Buy	17,006 +1,520	+10%	+$157K	0.37%	62
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%	+$2.36K	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 $67.3B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Financial Advisory's USVM Position: Q3 2026 in Review

Beacon Financial Advisory increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 7% in Q3 2026, buying an estimated $130K and bringing the position to 18,202 shares worth $1.88M. The position accounts for 0.36% of the portfolio, ranked #58.

Beacon Financial Advisory first reported a position in USVM in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.89M in Q2 2025. 11 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

Beacon Financial Advisory held 18,202 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $1.88M as of Q3 2026.
Beacon Financial Advisory bought 1,196 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $130K.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.36% of Beacon Financial Advisory's portfolio in Q3 2026, its #58 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 10 quarters since.
Beacon Financial Advisory's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $3.89M in Q2 2025.
11 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.