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LeClair Wealth Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

LeClair Wealth 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
Q1 		$18.1M Buy
+191,096
New +$18.4M 6.25% 6

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 $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

LeClair Wealth Partners's USVM Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2026: 191,096 shares worth $18.1M. The stake represents 6.25% of the portfolio and ranks #6 among its holdings.

58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • LeClair Wealth Partners held 191,096 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $18.1M as of Q1 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new LeClair Wealth Partners position in Q1 2026.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 6.25% of LeClair Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.