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Money Concepts Capital’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Money Concepts Capital’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 		$332K Buy
3,502
+54
+2% +$5.21K 0.02% 448
2025
Q4 		$315K Buy
+3,448
New +$312K 0.02% 418
2022
Q4 		– Sell
-1,127
Closed -$65K – 3316
2022
Q3 		$65K Buy
+1,127
New +$72K ﹤0.01% 667

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
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 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
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

Money Concepts Capital's USVM Position: Q1 2026 in Review

Money Concepts Capital increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 1.6% in Q1 2026, buying an estimated $5.21K and bringing the position to 3,502 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #448.

Money Concepts Capital first reported a position in USVM in Q3 2022 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Money Concepts Capital held 3,502 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $332K as of Q1 2026.
  • Money Concepts Capital bought 54 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $5.21K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #448 holding.
  • Money Concepts Capital first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2022 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.