ASN
UITB icon

Advisory Services Network’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Advisory Services Network’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
2026
Q1 		$609K Hold
12,954
– – 0.01% 1170
2025
Q4 		$613K Sell
12,954
-1,611
-11% -$76.6K 0.01% 1111
2025
Q3 		$692K Sell
14,565
-1,692
-10% -$79.7K 0.01% 1046
2025
Q2 		$761K Sell
16,257
-1,493
-8% -$69.4K 0.01% 949
2025
Q1 		$833K Sell
17,750
-10,849
-38% -$503K 0.02% 846
2024
Q4 		$1.31M Sell
28,599
-11,202
-28% -$523K 0.02% 628
2024
Q3 		$1.83M Hold
39,801
– – 0.04% 498
2024
Q2 		$1.83M Buy
39,801
+3,916
+11% +$179K 0.04% 498
2024
Q1 		$1.66M Buy
35,885
+4,992
+16% +$231K 0.04% 514
2023
Q4 		$1.45M Sell
30,893
-9,000
-23% -$405K 0.04% 515
2023
Q3 		$1.78M Buy
39,893
+18,205
+84% +$827K 0.05% 454
2023
Q2 		$999K Buy
+21,688
New +$1.01M 0.03% 630

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return