Carson Wealth (CWM LLC)
USVM icon

Carson Wealth (CWM LLC)’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-670
Closed -$53K – 5316
2025
Q1 		$53K Buy
+670
New +$55.8K ﹤0.01% 2946

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USVM Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2025, closing a stake of 670 shares — an estimated $53K sold.

Carson Wealth (CWM LLC) first reported a position in USVM in Q1 2025 and held it in 1 quarter. The position peaked at $53K in Q1 2025. 40 funds tracked by Wall St. Rank hold USVM as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 670 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2025, an estimated $53K.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $53K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.