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

Wealth Enhancement Trust 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	$10.2M	Buy	98,406 +31,283	+47%	+$3.4M	1.08%	18
2026 Q2	$7.37M	Buy	67,123 +13,846	+26%	+$1.43M	0.82%	31
2026 Q1	$5.04M	Buy	53,277 +45,537	+588%	+$4.39M	0.61%	42
2025 Q4	$707K	Buy	+7,740	New	+$701K	0.09%	173

Other funds holding USVM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 47% in Q3 2026, buying an estimated $3.4M and bringing the position to 98,406 shares worth $10.2M. The position accounts for 1.08% of the portfolio, ranked #18.

Wealth Enhancement Trust Services first reported a position in USVM in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold USVM as of Q3 2026.

Wealth Enhancement Trust Services held 98,406 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $10.2M as of Q3 2026.
Wealth Enhancement Trust Services bought 31,283 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2026, an estimated $3.4M.
VictoryShares US Small Mid Cap Value Momentum ETF made up 1.08% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #18 holding.
Wealth Enhancement Trust Services first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.