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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
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

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Atria Investments's UITB Position: Q1 2026 in Review

Atria Investments increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 38% in Q1 2026, buying an estimated $681K and bringing the position to 51,946 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #627.

Atria Investments first reported a position in UITB in Q4 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

  • Atria Investments held 51,946 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $2.44M as of Q1 2026.
  • Atria Investments bought 14,374 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $681K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #627 holding.
  • Atria Investments first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.