CS
USVM icon

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
Q1 		$235K Buy
+2,296
New +$221K 0.11% 197

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
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
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

Capital Square's USVM Position: Q1 2026 in Review

Capital Square opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2026: 2,296 shares worth $235K. The stake represents 0.11% of the portfolio and ranks #197 among its holdings.

58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Capital Square held 2,296 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $235K as of Q1 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new Capital Square position in Q1 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.11% of Capital Square's portfolio in Q1 2026, its #197 holding.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.