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Action Point Financial Planning’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Action Point Financial Planning’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.18M Buy
+376,350
New +$8.17M 0.83% 29

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Action Point Financial Planning's UBND Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q2 2026: 376,350 shares worth $8.18M. The stake represents 0.83% of the portfolio and ranks #29 among its holdings.

53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Action Point Financial Planning held 376,350 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $8.18M as of Q2 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.83% of Action Point Financial Planning's portfolio in Q2 2026, its #29 holding.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.