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Ross\Johnson & Associates’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-65
Closed -$5.12K – 340
2025
Q1 		$5.12K Buy
+65
New +$5.42K 0.09% 89

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ross\Johnson & Associates's USVM Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2025, closing a stake of 65 shares — an estimated $5.12K sold.

Ross\Johnson & Associates first reported a position in USVM in Q1 2025 and held it in 1 quarter. The position peaked at $5.12K in Q1 2025. 40 funds tracked by Wall St. Rank hold USVM as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 65 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2025, an estimated $5.12K.
  • Ross\Johnson & Associates first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $5.12K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.