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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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Amplius Wealth Advisors's USTB Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 7.8% in Q2 2026, buying an estimated $2.9M and bringing the position to 790,733 shares worth $40M. The position accounts for 2.93% of the portfolio, ranked #9.

Amplius Wealth Advisors first reported a position in USTB in Q4 2022 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Amplius Wealth Advisors held 790,733 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $40M as of Q2 2026.
  • Amplius Wealth Advisors bought 57,397 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $2.9M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 2.93% of Amplius Wealth Advisors's portfolio in Q2 2026, its #9 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 12 quarters since.
  • 31 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.