Advisor Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Advisor Group’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$225K	Sell	4,339 -612	-12%	-$31.9K	﹤0.01%	2309
2019 Q3	$258K	Buy	4,951 +1,485	+43%	+$77K	﹤0.01%	2132
2019 Q2	$178K	Buy	+3,466	New	+$174K	﹤0.01%	2402

Other funds holding UITB

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Group's UITB Position: Q4 2019 in Review

Advisor Group reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 12% in Q4 2019, selling an estimated $31.9K and leaving 4,339 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Advisor Group first reported a position in UITB in Q2 2019 and has held it in 3 quarters since. The position peaked at $258K in Q3 2019. 15 funds tracked by Wall St. Rank hold UITB as of Q4 2019.

Advisor Group held 4,339 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $225K as of Q4 2019.
Advisor Group sold 612 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2019, an estimated $31.9K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2309 holding.
Advisor Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2019 and has held it in 3 quarters since.
Advisor Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $258K in Q3 2019.
15 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.