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Wealth Enhancement Leans Into USVM for Structured Small and Mid Cap Exposure

The Motley Fool Logo The Motley Fool By Eric Trie
Wealth Enhancement Leans Into USVM for Structured Small and Mid Cap Exposure

Wealth Enhancement Advisory Services increased its position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) by 618,272 shares, bringing the holding to 1.125% of its 13F AUM. The $56 million purchase reflects a deliberate allocation to factor-driven equity strategies combining value and momentum factors while managing volatility in small- and mid-cap exposure.

Insights
USVM   positive

Significant institutional investment increase of 618,272 shares by a major advisory firm signals confidence in the fund's structured approach to small/mid-cap exposure. The deliberate allocation suggests professional recognition of its risk-managed factor strategy.