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Aspire Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Aspire Wealth Management’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
2024
Q3 		$445K Buy
8,757
+897
+11% +$45.2K 0.24% 68
2024
Q2 		$391K Buy
7,860
+3,721
+90% +$185K 0.22% 71
2024
Q1 		$206K Buy
4,139
+658
+19% +$32.7K 0.12% 97
2023
Q4 		$173K Buy
3,481
+695
+25% +$34K 0.12% 95
2023
Q3 		$136K Buy
2,786
+283
+11% +$13.9K 0.1% 100
2023
Q2 		$122K Buy
2,503
+396
+19% +$19.4K 0.09% 101
2023
Q1 		$103K Buy
2,107
+869
+70% +$42.6K 0.08% 111
2022
Q4 		$60.2K Buy
+1,238
New +$60K 0.05% 118

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Aspire Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 11% in Q3 2024, buying an estimated $45.2K and bringing the position to 8,757 shares worth $445K. The position accounts for 0.24% of the portfolio, ranked #68.

Aspire Wealth Management first reported a position in USTB in Q4 2022 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold USTB as of Q3 2024.

  • Aspire Wealth Management held 8,757 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $445K as of Q3 2024.
  • Aspire Wealth Management bought 897 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2024, an estimated $45.2K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.24% of Aspire Wealth Management's portfolio in Q3 2024, its #68 holding.
  • Aspire Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • 92 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2024.

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