Wealth Enhancement Advisory Services Increases USVM ETF Position by 618,272 Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16h ago
0mins
Source: Fool
- Position Increase: Wealth Enhancement Advisory Services disclosed in its SEC filing dated January 8, 2026, that it increased its position in the VictoryShares US Small Mid Cap Value Momentum ETF (USVM) by 618,272 shares, raising its holding to 1.125% of 13F AUM, indicating a strategic focus on factor-driven investment strategies.
- Portfolio Construction: This increase positions USVM as a significant part of the firm's larger ETF exposures, reflecting its role in a diversified portfolio aimed at reducing volatility and enhancing liquidity through a systematic index-based approach.
- Market Performance: As of January 7, 2026, USVM shares were priced at $93.81, representing a 13.52% increase over the past year, although it underperformed the S&P 500 by 2.96 percentage points, highlighting a cautious market sentiment towards small-cap stocks.
- Yield Analysis: With a dividend yield of 1.78%, investors should focus on USVM's performance during market fluctuations to better manage risk and optimize their investment strategies.
Analyst Views on AVGO
Wall Street analysts forecast AVGO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVGO is 398.73 USD with a low forecast of 300.00 USD and a high forecast of 480.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
28 Buy
2 Hold
0 Sell
Strong Buy
Current: 332.480
Low
300.00
Averages
398.73
High
480.00
Current: 332.480
Low
300.00
Averages
398.73
High
480.00
About AVGO
Broadcom Inc. is a global technology firm that designs, develops, and supplies a range of semiconductors, enterprise software and security solutions. The Company operates through two segments: semiconductor solutions and infrastructure software. Its semiconductor solutions segment includes all of its product lines and intellectual property (IP) licensing. It provides a variety of radio frequency semiconductor devices, wireless connectivity solutions, custom touch controllers, and inductive charging solutions for mobile applications. Its infrastructure software segment includes its private and hybrid cloud, application development and delivery, software-defined edge, application networking and security, mainframe, distributed and cybersecurity solutions, and its FC SAN business. It provides a portfolio of software solutions that enable customers to plan, develop, automate, manage and secure applications across mainframe, distributed, mobile and cloud platforms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
