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

Allen Capital 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
2026 Q2	$55.6M	Buy	1,187,333 +73,392	+7%	+$3.44M	4.53%	3
2026 Q1	$52.4M	Buy	1,113,941 +84,462	+8%	+$4M	4.68%	3
2025 Q4	$48.8M	Buy	1,029,479 +86,395	+9%	+$4.11M	4.47%	3
2025 Q3	$44.8M	Buy	943,084 +80,187	+9%	+$3.78M	4.23%	5
2025 Q2	$40.6M	Buy	862,897 +86,890	+11%	+$4.04M	4.17%	5
2025 Q1	$36.4M	Buy	776,007 +230,153	+42%	+$10.7M	4.11%	5
2024 Q4	$25.1M	Buy	545,854 +34,566	+7%	+$1.61M	3.01%	6
2024 Q3	$24.5M	Buy	511,288 +29,051	+6%	+$1.37M	3.04%	6
2024 Q2	$22.2M	Buy	482,237 +10,793	+2%	+$494K	3.04%	6
2024 Q1	$21.9M	Buy	471,444 +29,934	+7%	+$1.39M	3.08%	6
2023 Q4	$20.7M	Buy	441,510 +12,189	+3%	+$549K	3.27%	7
2023 Q3	$19M	Buy	429,321 +237,633	+124%	+$10.8M	3.36%	7
2023 Q2	$8.83M	Buy	+191,688	New	+$8.9M	1.51%	19

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allen Capital Group's UITB Position: Q2 2026 in Review

Allen Capital Group increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 6.6% in Q2 2026, buying an estimated $3.44M and bringing the position to 1,187,333 shares worth $55.6M. The position accounts for 4.53% of the portfolio, ranked #3.

Allen Capital Group first reported a position in UITB in Q2 2023 and has held it in 13 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Allen Capital Group held 1,187,333 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $55.6M as of Q2 2026.
Allen Capital Group bought 73,392 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $3.44M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 4.53% of Allen Capital Group's portfolio in Q2 2026, its #3 holding.
Allen Capital Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2023 and has held it in 13 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.