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Comprehensive Financial Planning’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Comprehensive Financial Planning’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
Q4 		– Sell
-1,659
Closed -$150K – 429
2025
Q3 		$150K Buy
1,659
+10
+0.6% +$869 0.1% 111
2025
Q2 		$138K Sell
1,649
-550
-25% -$43.5K 0.11% 110
2025
Q1 		$183K Buy
2,199
+629
+40% +$52.4K 0.18% 82
2024
Q4 		$132K Buy
+1,570
New +$137K 0.11% 109

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
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 $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Comprehensive Financial Planning's USVM Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q4 2025, closing a stake of 1,659 shares — an estimated $150K sold.

Comprehensive Financial Planning first reported a position in USVM in Q4 2024 and held it in 4 quarters. The position peaked at $183K in Q1 2025. 48 funds tracked by Wall St. Rank hold USVM as of Q4 2025.

  • Comprehensive Financial Planning reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 1,659 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q4 2025, an estimated $150K.
  • Comprehensive Financial Planning first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2024 and held it in 4 quarters.
  • Comprehensive Financial Planning's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $183K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.