Curry Webb Wealth Management
USVM icon

Curry Webb Wealth Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Curry Webb Wealth Management’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 		$204K Hold
1,855
– – 0.08% 66
2026
Q2 		$204K Buy
+1,855
New +$192K 0.08% 66

Other funds holding USVM

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NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Curry Webb Wealth Management's USVM Position: Q3 2026 in Review

Curry Webb Wealth Management held its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) position steady in Q3 2026 at 1,855 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #66.

Curry Webb Wealth Management first reported a position in USVM in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

  • Curry Webb Wealth Management held 1,855 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $204K as of Q3 2026.
  • Curry Webb Wealth Management left its VictoryShares US Small Mid Cap Value Momentum ETF share count unchanged in Q3 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.08% of Curry Webb Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Curry Webb Wealth Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.