Alliance Wealth Advisors (Pennsylvania)’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$27.6M	Buy	588,561 +8,838	+2%	+$414K	8.96%	3
2026 Q1	$27.3M	Buy	579,723 +37,339	+7%	+$1.77M	11.94%	2
2025 Q4	$25.7M	Buy	542,384 +16,909	+3%	+$804K	11.17%	2
2025 Q3	$25M	Buy	525,475 +15,140	+3%	+$713K	11.2%	2
2025 Q2	$24M	Buy	510,335 +9,190	+2%	+$427K	12.28%	1
2025 Q1	$23.5M	Buy	501,145 +6,531	+1%	+$303K	13.34%	1
2024 Q4	$22.7M	Sell	494,614 -418	-0.1%	-$19.5K	12.71%	1
2024 Q3	$23.7M	Buy	495,032 +39,917	+9%	+$1.89M	13.55%	1
2024 Q2	$20.9M	Buy	455,115 +5,786	+1%	+$265K	13.18%	1
2024 Q1	$20.8M	Buy	449,329 +39,973	+10%	+$1.85M	13.14%	1
2023 Q4	$19.2M	Buy	409,356 +19,958	+5%	+$898K	12.69%	1
2023 Q3	$17.3M	Buy	389,398 +158,196	+68%	+$7.19M	12.54%	1
2023 Q2	$10.6M	Buy	+231,202	New	+$10.7M	7.57%	2

Other funds holding UITB

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return