Wealth Enhancement Advisory Services
USVM icon

Wealth Enhancement Advisory Services’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Wealth Enhancement Advisory Services’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 		$855M Buy
7,950,998
+977,439
+14% +$101M 1.43% 9
2026
Q1 		$659M Sell
6,973,559
-1,802,427
-21% -$174M 1.34% 9
2025
Q4 		$830M Buy
8,775,986
+618,272
+8% +$56M 1.13% 14
2025
Q3 		$737M Buy
8,157,714
+688,748
+9% +$59.8M 1.11% 12
2025
Q2 		$640M Buy
7,468,966
+750,761
+11% +$59.3M 1.06% 13
2025
Q1 		$529M Buy
6,718,205
+6,685,813
+20,640% +$557M 1.01% 16
2024
Q4 		$2.73M Buy
32,392
+26,030
+409% +$2.27M 0.01% 1038
2024
Q3 		$541K Buy
+6,362
New +$517K ﹤0.01% 1778

Other funds holding USVM

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

Wealth Enhancement Advisory Services's USVM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 14% in Q2 2026, buying an estimated $101M and bringing the position to 7,950,998 shares worth $855M. The position accounts for 1.43% of the portfolio, ranked #9.

Wealth Enhancement Advisory Services 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.

  • Wealth Enhancement Advisory Services held 7,950,998 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $855M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 977,439 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $101M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 1.43% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #9 holding.
  • Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.