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Cary Street Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Cary Street Partners’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
Q2 		$2.07M Buy
+18,832
New +$1.95M 0.05% 354

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM

Cary Street Partners's USVM Position: Q2 2026 in Review

Cary Street Partners opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2026: 18,832 shares worth $2.07M. The stake represents 0.05% of the portfolio and ranks #354 among its holdings.

9 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Cary Street Partners held 18,832 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $2.07M as of Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new Cary Street Partners position in Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #354 holding.
  • 9 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.