Amplius Wealth Advisors’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Amplius Wealth Advisors’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	$21.7M	Sell	435,437 -355,296	-45%	-$17.9M	1.49%	19
2026 Q2	$40M	Buy	790,733 +57,397	+8%	+$2.9M	2.93%	9
2026 Q1	$37.1M	Sell	733,336 -36,301	-5%	-$1.85M	3.09%	10
2025 Q4	$39.1M	Buy	769,637 +6,744	+0.9%	+$343K	3.28%	10
2025 Q3	$38.9M	Buy	762,893 +90,135	+13%	+$4.58M	3.36%	9
2025 Q2	$34.2M	Buy	672,758 +49,026	+8%	+$2.48M	3.18%	10
2025 Q1	$31.6M	Buy	+623,732	New	+$31.5M	3.29%	10
2024 Q2	–	Sell	-162,168	Closed	-$8.08M	–	182
2024 Q1	$8.08M	Sell	162,168 -92,570	-36%	-$4.6M	0.91%	28
2023 Q4	$12.6M	Sell	254,738 -13,336	-5%	-$653K	1.53%	20
2023 Q3	$13.1M	Buy	268,074 +65,438	+32%	+$3.2M	1.76%	16
2023 Q2	$9.9M	Sell	202,636 -11,035	-5%	-$541K	1.33%	20
2023 Q1	$10.5M	Sell	213,671 -26,163	-11%	-$1.28M	1.5%	18
2022 Q4	$11.7M	Buy	+239,834	New	+$11.6M	1.86%	13

Other funds holding USTB

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 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

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Amplius Wealth Advisors's USTB Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 45% in Q3 2026, selling an estimated $17.9M and leaving 435,437 shares worth $21.7M. The position accounts for 1.49% of the portfolio, ranked #19.

Amplius Wealth Advisors first reported a position in USTB in Q4 2022 and has held it in 13 quarters since. The position peaked at $40M in Q2 2026. 38 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

Amplius Wealth Advisors held 435,437 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $21.7M as of Q3 2026.
Amplius Wealth Advisors sold 355,296 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $17.9M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.49% of Amplius Wealth Advisors's portfolio in Q3 2026, its #19 holding.
Amplius Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2022 and has held it in 13 quarters since.
Amplius Wealth Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $40M in Q2 2026.
38 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.