AE Wealth Management
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AE Wealth Management’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

AE Wealth Management’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 		$2.58K Buy
+119
New +$2.58K ﹤0.01% 2535

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

AE Wealth Management's UBND Position: Q2 2026 in Review

AE Wealth Management opened a new position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q2 2026: 119 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #2535 among its holdings.

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

  • AE Wealth Management held 119 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $2.58K as of Q2 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF was a new AE Wealth Management position in Q2 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2535 holding.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.