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 Q3	$877M	Buy	8,545,387 +594,389	+7%	+$64.6M	1.3%	11
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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's USVM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 7.5% in Q3 2026, buying an estimated $64.6M and bringing the position to 8,545,387 shares worth $877M. The position accounts for 1.3% of the portfolio, ranked #11.

Wealth Enhancement Advisory Services first reported a position in USVM in Q3 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

Wealth Enhancement Advisory Services held 8,545,387 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $877M as of Q3 2026.
Wealth Enhancement Advisory Services bought 594,389 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $64.6M.
VictoryShares US Small Mid Cap Value Momentum ETF made up 1.3% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #11 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 9 quarters since.
16 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.