LexAurum Advisors
USVM icon

LexAurum Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

LexAurum Advisors’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
Q3 		$3.45M Buy
33,389
+814
+2% +$88.5K 0.39% 54
2026
Q2 		$3.58M Buy
32,575
+3,006
+10% +$311K 0.41% 52
2026
Q1 		$2.8M Buy
+29,569
New +$2.85M 0.36% 53

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

LexAurum Advisors's USVM Position: Q3 2026 in Review

LexAurum Advisors increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 2.5% in Q3 2026, buying an estimated $88.5K and bringing the position to 33,389 shares worth $3.45M. The position accounts for 0.39% of the portfolio, ranked #54.

LexAurum Advisors first reported a position in USVM in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.58M in Q2 2026. 7 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

  • LexAurum Advisors held 33,389 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $3.45M as of Q3 2026.
  • LexAurum Advisors bought 814 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $88.5K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.39% of LexAurum Advisors's portfolio in Q3 2026, its #54 holding.
  • LexAurum Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • LexAurum Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $3.58M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.