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

Apella Capital’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	$12.3M	Buy	242,085 +22,075	+10%	+$1.12M	0.17%	98
2026 Q1	$11.1M	Buy	220,010 +24,843	+13%	+$1.26M	0.17%	105
2025 Q4	$9.92M	Buy	195,167 +23,556	+14%	+$1.2M	0.2%	94
2025 Q3	$8.75M	Buy	171,611 +155,973	+997%	+$7.93M	0.19%	94
2025 Q2	$793K	Buy	+15,638	New	+$790K	0.02%	247

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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

Winter & Associates St. Paul, Minnesota $133M AUM

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

TFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's USTB Position: Q2 2026 in Review

Apella Capital increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 10% in Q2 2026, buying an estimated $1.12M and bringing the position to 242,085 shares worth $12.3M. The position accounts for 0.17% of the portfolio, ranked #98.

Apella Capital first reported a position in USTB in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Apella Capital held 242,085 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $12.3M as of Q2 2026.
Apella Capital bought 22,075 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.12M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.17% of Apella Capital's portfolio in Q2 2026, its #98 holding.
Apella Capital first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.