Allen Capital Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Allen Capital Group’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.65M	Buy	93,190 +3,142	+3%	+$158K	0.37%	58
2026 Q2	$4.56M	Buy	90,048 +9,356	+12%	+$473K	0.37%	58
2026 Q1	$4.08M	Buy	+80,692	New	+$4.1M	0.37%	58
2023 Q3	–	Sell	-99,108	Closed	-$4.84M	–	181
2023 Q2	$4.84M	Buy	99,108 +5,778	+6%	+$283K	0.83%	27
2023 Q1	$4.58M	Buy	+93,330	New	+$4.57M	0.83%	25

Other funds holding USTB

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allen Capital Group's USTB Position: Q3 2026 in Review

Allen Capital Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.5% in Q3 2026, buying an estimated $158K and bringing the position to 93,190 shares worth $4.65M. The position accounts for 0.37% of the portfolio, ranked #58.

Allen Capital Group first reported a position in USTB in Q1 2023 and has held it in 5 quarters since. The position peaked at $4.84M in Q2 2023. 88 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

Allen Capital Group held 93,190 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $4.65M as of Q3 2026.
Allen Capital Group bought 3,142 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $158K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.37% of Allen Capital Group's portfolio in Q3 2026, its #58 holding.
Allen Capital Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and has held it in 5 quarters since.
Allen Capital Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $4.84M in Q2 2023.
88 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.