AE Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

AE Wealth Management’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 Q2	–	Sell	-69	Closed	-$3.24K	–	2779
2026 Q1	$3.24K	Sell	69 -1,134	-94%	-$53.7K	﹤0.01%	2431
2025 Q4	$57K	Buy	+1,203	New	+$57.2K	﹤0.01%	1831
2024 Q1	–	Sell	-28,824	Closed	-$1.34M	–	1937
2023 Q4	$1.34M	Buy	+28,824	New	+$1.3M	0.01%	1054

Other funds holding UITB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

AE Wealth Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026, closing a stake of 69 shares — an estimated $3.24K sold.

AE Wealth Management first reported a position in UITB in Q4 2023 and held it in 3 quarters. The position peaked at $1.34M in Q4 2023. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

AE Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 69 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $3.24K.
AE Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and held it in 3 quarters.
AE Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $1.34M in Q4 2023.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

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