Aptus Capital Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Aptus Capital Advisors’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	$5.78M	Sell	123,467 -419	-0.3%	-$19.6K	0.04%	334
2026 Q1	$5.82M	Sell	123,886 -2,502	-2%	-$119K	0.05%	314
2025 Q4	$5.99M	Sell	126,388 -585	-0.5%	-$27.8K	0.04%	304
2025 Q3	$6.03M	Sell	126,973 -1,689	-1%	-$79.5K	0.04%	293
2025 Q2	$6.06M	Sell	128,662 -31,875	-20%	-$1.48M	0.05%	273
2025 Q1	$7.54M	Sell	160,537 -21,664	-12%	-$1M	0.08%	219
2024 Q4	$8.37M	Buy	+182,201	New	+$8.51M	0.09%	196
2024 Q3	–	Sell	-122	Closed	-$5.61K	–	1277
2024 Q2	$5.61K	Hold	122	–	–	﹤0.01%	1068
2024 Q1	$5.66K	Buy	+122	New	+$5.65K	﹤0.01%	1077

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Aptus Capital Advisors's UITB Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.34% in Q2 2026, selling an estimated $19.6K and leaving 123,467 shares worth $5.78M. The position accounts for 0.04% of the portfolio, ranked #334.

Aptus Capital Advisors first reported a position in UITB in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.37M in Q4 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Aptus Capital Advisors held 123,467 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $5.78M as of Q2 2026.
Aptus Capital Advisors sold 419 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $19.6K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #334 holding.
Aptus Capital Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $8.37M in Q4 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.