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Family Capital Trust’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Family Capital Trust’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 		$8.2M Buy
74,635
+61,784
+481% +$6.38M 2.67% 10
2026
Q1 		$1.22M Buy
12,851
+12,658
+6,559% +$1.22M 0.44% 41
2025
Q4 		$17.6K Buy
193
+124
+180% +$11.2K 0.01% 76
2025
Q3 		$6.25K Buy
69
+57
+475% +$4.95K ﹤0.01% 83
2025
Q2 		$1.01K Hold
12
– – ﹤0.01% 62
2025
Q1 		$944 Buy
+12
New +$1K ﹤0.01% 62

Other funds holding USVM

Wealth Enhancement Advisory Services
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Family Capital Trust's USVM Position: Q2 2026 in Review

Family Capital Trust increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 481% in Q2 2026, buying an estimated $6.38M and bringing the position to 74,635 shares worth $8.2M. The position accounts for 2.67% of the portfolio, ranked #10.

Family Capital Trust first reported a position in USVM in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Family Capital Trust held 74,635 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $8.2M as of Q2 2026.
  • Family Capital Trust bought 61,784 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $6.38M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 2.67% of Family Capital Trust's portfolio in Q2 2026, its #10 holding.
  • Family Capital Trust first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.