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Retirement Planning Group (Kansas)’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Retirement Planning Group (Kansas)’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 		$5.37M Sell
56,681
-2,858
-5% -$276K 0.17% 61
2025
Q4 		$5.44M Sell
59,539
-3,773
-6% -$342K 0.18% 52
2025
Q3 		$5.73M Sell
63,312
-7,435
-11% -$646K 0.2% 50
2025
Q2 		$5.94M Buy
70,747
+53,791
+317% +$4.25M 0.25% 39
2025
Q1 		$1.34M Buy
+16,956
New +$1.41M 0.06% 107

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

Retirement Planning Group (Kansas)'s USVM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 4.8% in Q1 2026, selling an estimated $276K and leaving 56,681 shares worth $5.37M. The position accounts for 0.17% of the portfolio, ranked #61.

Retirement Planning Group (Kansas) first reported a position in USVM in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.94M in Q2 2025. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Retirement Planning Group (Kansas) held 56,681 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $5.37M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 2,858 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $276K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.17% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #61 holding.
  • Retirement Planning Group (Kansas) first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • Retirement Planning Group (Kansas)'s VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $5.94M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.