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Systelligence LLC’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Systelligence LLC’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
Q2 		$18.9M Buy
172,282
+2,925
+2% +$302K 3.16% 12
2026
Q1 		$16M Buy
169,357
+51,434
+44% +$4.96M 3.12% 11
2025
Q4 		$10.8M Buy
117,923
+2,011
+2% +$182K 2.05% 23
2025
Q3 		$10.5M Sell
115,912
-9,575
-8% -$832K 1.99% 20
2025
Q2 		$10.5M Buy
125,487
+8,796
+8% +$695K 1.95% 18
2025
Q1 		$9.19M Buy
116,691
+21,002
+22% +$1.75M 2.21% 19
2024
Q4 		$8.06M Buy
95,689
+3,228
+3% +$281K 1.99% 27
2024
Q3 		$7.87M Buy
+92,461
New +$7.52M 1.95% 26

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM

Systelligence LLC's USVM Position: Q2 2026 in Review

Systelligence LLC increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 1.7% in Q2 2026, buying an estimated $302K and bringing the position to 172,282 shares worth $18.9M. The position accounts for 3.16% of the portfolio, ranked #12.

Systelligence LLC first reported a position in USVM in Q3 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Systelligence LLC held 172,282 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $18.9M as of Q2 2026.
  • Systelligence LLC bought 2,925 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $302K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 3.16% of Systelligence LLC's portfolio in Q2 2026, its #12 holding.
  • Systelligence LLC first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.