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EWG Elevate’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

EWG Elevate’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
Q3 		– Sell
-31,538
Closed -$2.65M – 164
2025
Q2 		$2.65M Buy
31,538
+5,087
+19% +$402K 0.82% 40
2025
Q1 		$2.08M Buy
26,451
+465
+2% +$38.7K 0.78% 38
2024
Q4 		$2.19M Buy
25,986
+536
+2% +$46.7K 0.67% 45
2024
Q3 		$2.17M Buy
25,450
+485
+2% +$39.4K 0.87% 30
2024
Q2 		$1.94M Buy
24,965
+1,993
+9% +$155K 0.71% 45
2024
Q1 		$1.85M Sell
22,972
-289
-1% -$21.6K 0.7% 45
2023
Q4 		$1.71M Sell
23,261
-9,448
-29% -$628K 0.71% 40
2023
Q3 		$2.14M Buy
32,709
+901
+3% +$60.9K 0.97% 37
2023
Q2 		$2.12M Buy
31,808
+3,103
+11% +$198K 0.88% 39
2023
Q1 		$1.83M Buy
28,705
+1,383
+5% +$90.6K 0.78% 41
2022
Q4 		$1.72M Buy
27,322
+2,010
+8% +$127K 0.87% 27
2022
Q3 		$1.46M Buy
25,312
+360
+1% +$23K 0.82% 27
2022
Q2 		$1.51M Buy
24,952
+6,756
+37% +$440K 0.73% 33
2022
Q1 		$1.28M Buy
18,196
+297
+2% +$20.6K 0.5% 45
2021
Q4 		$1.32M Buy
17,899
+3,528
+25% +$258K 0.65% 39
2021
Q3 		$1.01M Buy
14,371
+696
+5% +$49.2K 0.42% 46
2021
Q2 		$995K Sell
13,675
-751
-5% -$52.7K 0.39% 49
2021
Q1 		$984K Sell
14,426
-2,012
-12% -$134K 0.44% 43
2020
Q4 		$980K Buy
16,438
+1,238
+8% +$67.8K 0.45% 47
2020
Q3 		$740K Buy
15,200
+2,067
+16% +$100K 0.43% 39
2020
Q2 		$598K Buy
+13,133
New +$552K 0.4% 39

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

EWG Elevate's USVM Position: Q3 2025 in Review

EWG Elevate sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q3 2025, closing a stake of 31,538 shares — an estimated $2.65M sold.

EWG Elevate first reported a position in USVM in Q2 2020 and held it in 21 quarters. The position peaked at $2.65M in Q2 2025. 36 funds tracked by Wall St. Rank hold USVM as of Q3 2025.

  • EWG Elevate reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 31,538 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2025, an estimated $2.65M.
  • EWG Elevate first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2020 and held it in 21 quarters.
  • EWG Elevate's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $2.65M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.