WEALTH ENHANCEMENT ADVISORY SERVICES, LLC bought 618,272 shares of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) totaling approximately $56.00 million. The quarter-end position value increased by $92.68 million, now totaling 8,775,986 shares worth $829.51 million. USVM accounts for 1.13% of fund AUM, not within the top five holdings.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased its position in USVM by 618,272 shares according to an SEC filing. The fund now holds 1.125% of 13F AUM as of December 31, 2025. USVM’s top holdings include IVV, AVGO, AGG, SMTH, and MSFT. Shares were priced at $93.81 on January 7, 2026, with a 1.78% dividend yield.

The VictoryShares US Small Mid Cap Value Momentum ETF (USVM) aims to capture the performance of U.S. small- and mid-cap equities with strong value and momentum characteristics. With an AUM of $1.18 billion and a price of $93.81 as of January 7, 2026, USVM offers exposure to factor-driven equity strategies with lower volatility.

USVM is designed to provide exposure to smaller U.S. companies with value and momentum factors while managing volatility. It offers a structured approach to accessing small caps without excessive concentration. Investors should focus on USVM’s behavior during market shifts and its performance relative to traditional small-cap benchmarks.

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Read more at Nasdaq: Wealth Enhancement Leans Into USVM for Structured Small and Mid Cap Exposure