AEPWM
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Atlantic Edge Private Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Atlantic Edge Private 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
2026
Q2 		$21.6M Buy
460,836
+191,385
+71% +$8.96M 4.41% 4
2026
Q1 		$12.7M Sell
269,451
-945
-0.3% -$44.8K 3.11% 9
2025
Q4 		$12.8M Buy
270,396
+6,581
+2% +$313K 3.18% 7
2025
Q3 		$12.5M Sell
263,815
-139
-0.1% -$6.55K 3.22% 7
2025
Q2 		$12.4M Buy
263,954
+9,392
+4% +$437K 3.41% 7
2025
Q1 		$11.9M Buy
254,562
+2,139
+0.8% +$99.2K 3.65% 5
2024
Q4 		$11.6M Buy
252,423
+5,859
+2% +$274K 3.59% 7
2024
Q3 		$11.8M Buy
246,564
+13,095
+6% +$619K 3.6% 6
2024
Q2 		$10.7M Sell
233,469
-411
-0.2% -$18.8K 3.59% 7
2024
Q1 		$10.8M Buy
+233,880
New +$10.8M 3.73% 7

Other funds holding UITB

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
OP
Oath Planning Tulsa, Oklahoma $135M AUM

Atlantic Edge Private Wealth Management's UITB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 71% in Q2 2026, buying an estimated $8.96M and bringing the position to 460,836 shares worth $21.6M. The position accounts for 4.41% of the portfolio, ranked #4.

Atlantic Edge Private Wealth Management first reported a position in UITB in Q1 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 460,836 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $21.6M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 191,385 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $8.96M.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 4.41% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.