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Evergreen Wealth Solutions’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Evergreen Wealth Solutions’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 		$3.6M Buy
+32,349
New +$3.34M 0.19% 93

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 $178B AUM 37.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Evergreen Wealth Solutions's USVM Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2026: 32,349 shares worth $3.6M. The stake represents 0.19% of the portfolio and ranks #93 among its holdings.

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

  • Evergreen Wealth Solutions held 32,349 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $3.6M as of Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new Evergreen Wealth Solutions position in Q2 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.19% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #93 holding.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.