PWM
USVM icon

Pursuit Wealth Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Pursuit Wealth Management’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
Q4 		$1.54M Buy
+16,837
New +$1.52M 1.32% 22

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 $310M 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pursuit Wealth Management's USVM Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q4 2025: 16,837 shares worth $1.54M. The stake represents 1.32% of the portfolio and ranks #22 among its holdings.

48 funds tracked by Wall St. Rank hold USVM as of Q4 2025.

  • Pursuit Wealth Management held 16,837 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $1.54M as of Q4 2025.
  • VictoryShares US Small Mid Cap Value Momentum ETF was a new Pursuit Wealth Management position in Q4 2025.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 1.32% of Pursuit Wealth Management's portfolio in Q4 2025, its #22 holding.
  • 48 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.