Aspire Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Aspire Wealth Management’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
2024 Q3	$1.74M	Buy	36,349 +2,015	+6%	+$95.3K	0.94%	23
2024 Q2	$1.58M	Buy	34,334 +6,062	+21%	+$278K	0.9%	24
2024 Q1	$1.31M	Buy	28,272 +2,947	+12%	+$137K	0.79%	26
2023 Q4	$1.19M	Buy	25,325 +2,839	+13%	+$128K	0.81%	25
2023 Q3	$1M	Buy	22,486 +4,154	+23%	+$189K	0.76%	30
2023 Q2	$844K	Buy	18,332 +3,581	+24%	+$166K	0.64%	35
2023 Q1	$688K	Buy	14,751 +11,744	+391%	+$544K	0.56%	42
2022 Q4	$137K	Buy	+3,007	New	+$136K	0.12%	97

Other funds holding UITB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

BWL

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

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspire Wealth Management's UITB Position: Q3 2024 in Review

Aspire Wealth Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 5.9% in Q3 2024, buying an estimated $95.3K and bringing the position to 36,349 shares worth $1.74M. The position accounts for 0.94% of the portfolio, ranked #23.

Aspire Wealth Management first reported a position in UITB in Q4 2022 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

Aspire Wealth Management held 36,349 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.74M as of Q3 2024.
Aspire Wealth Management bought 2,015 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $95.3K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.94% of Aspire Wealth Management's portfolio in Q3 2024, its #23 holding.
Aspire Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2022 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.