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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Buy
+4,810
New +$243K 0.14% 72
2025
Q2 		– Sell
-20,302
Closed -$1.03M – 89
2025
Q1 		$1.03M Sell
20,302
-179
-0.9% -$9.03K 0.73% 42
2024
Q4 		$1.03M Buy
+20,481
New +$1.03M 0.7% 44

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's USTB Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026: 4,810 shares worth $243K. The stake represents 0.14% of the portfolio and ranks #72 among its holdings. This is a return to the name: FIG FINANCIAL ADVISORY SERVICES INC /ADV previously reported a position in USTB as recently as Q1 2025.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in USTB in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2025. 93 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 4,810 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $243K as of Q2 2026.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF was a new FIG FINANCIAL ADVISORY SERVICES INC /ADV position in Q2 2026.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.14% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #72 holding.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.03M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.