Capital Square’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Capital Square’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	$267K	Buy	2,587 +140	+6%	+$15.2K	0.12%	176
2026 Q2	$266K	Buy	2,447 +151	+7%	+$15.6K	0.12%	187
2026 Q1	$235K	Buy	+2,296	New	+$221K	0.11%	197

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Capital Square's USVM Position: Q3 2026 in Review

Capital Square increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 5.7% in Q3 2026, buying an estimated $15.2K and bringing the position to 2,587 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #176.

Capital Square first reported a position in USVM in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

Capital Square held 2,587 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $267K as of Q3 2026.
Capital Square bought 140 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $15.2K.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.12% of Capital Square's portfolio in Q3 2026, its #176 holding.
Capital Square first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.