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 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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Allen Capital Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 12% in Q2 2026, buying an estimated $473K and bringing the position to 90,048 shares worth $4.56M. 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 4 quarters since. The position peaked at $4.84M in Q2 2023. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Allen Capital Group held 90,048 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $4.56M as of Q2 2026.
Allen Capital Group bought 9,356 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $473K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.37% of Allen Capital Group's portfolio in Q2 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 4 quarters since.
Allen Capital Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $4.84M in Q2 2023.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

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