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 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 $59.8B AUM 29.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 26% in Q2 2026, buying an estimated $1.43M and bringing the position to 67,123 shares worth $7.37M. The position accounts for 0.82% of the portfolio, ranked #31.

Wealth Enhancement Trust Services first reported a position in USVM in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

Wealth Enhancement Trust Services held 67,123 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $7.37M as of Q2 2026.
Wealth Enhancement Trust Services bought 13,846 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $1.43M.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.82% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #31 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 3 quarters since.
41 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.