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Essential Investment Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Essential Investment 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 		$2.31K Hold
21
– – ﹤0.01% 239
2026
Q1 		$1.99K Buy
+21
New +$2.02K ﹤0.01% 240

Other funds holding USVM

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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
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Essential Investment Partners's USVM Position: Q2 2026 in Review

Essential Investment Partners held its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) position steady in Q2 2026 at 21 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Essential Investment Partners first reported a position in USVM in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Essential Investment Partners held 21 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $2.31K as of Q2 2026.
  • Essential Investment Partners left its VictoryShares US Small Mid Cap Value Momentum ETF share count unchanged in Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #239 holding.
  • Essential Investment Partners first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.