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 Q3	$15.8M	Buy	315,669 +73,584	+30%	+$3.71M	0.2%	92
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	$9.9M	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

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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 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

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

Apella Capital's USTB Position: Q3 2026 in Review

Apella Capital increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 30% in Q3 2026, buying an estimated $3.71M and bringing the position to 315,669 shares worth $15.8M. The position accounts for 0.2% of the portfolio, ranked #92.

Apella Capital first reported a position in USTB in Q2 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

Apella Capital held 315,669 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $15.8M as of Q3 2026.
Apella Capital bought 73,584 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $3.71M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.2% of Apella Capital's portfolio in Q3 2026, its #92 holding.
Apella Capital first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.