Atria Investments’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Atria Investments’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 Q3	$2.64M	Buy	59,163 +4,950	+9%	+$228K	0.03%	649
2026 Q2	$2.54M	Buy	54,213 +2,267	+4%	+$106K	0.03%	646
2026 Q1	$2.44M	Buy	51,946 +14,374	+38%	+$681K	0.03%	627
2025 Q4	$1.78M	Buy	+37,572	New	+$1.79M	0.02%	780

Other funds holding UITB

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Atria Investments's UITB Position: Q3 2026 in Review

Atria Investments increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 9.1% in Q3 2026, buying an estimated $228K and bringing the position to 59,163 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #649.

Atria Investments first reported a position in UITB in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

Atria Investments held 59,163 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $2.64M as of Q3 2026.
Atria Investments bought 4,950 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $228K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.03% of Atria Investments's portfolio in Q3 2026, its #649 holding.
Atria Investments first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.