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

Avaii 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
Q1 		$550K Buy
11,688
+946
+9% +$44.8K 0.19% 67
2025
Q4 		$509K Buy
10,742
+996
+10% +$47.4K 0.18% 73
2025
Q3 		$463K Sell
9,746
-335
-3% -$15.8K 0.18% 79
2025
Q2 		$475K Buy
10,081
+1,047
+12% +$48.7K 0.21% 59
2025
Q1 		$424K Buy
9,034
+602
+7% +$27.9K 0.23% 63
2024
Q4 		$388K Buy
8,432
+1,453
+21% +$67.9K 0.19% 71
2024
Q3 		$334K Buy
6,979
+1,422
+26% +$67.3K 0.17% 85
2024
Q2 		$256K Buy
+5,557
New +$255K 0.14% 114

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

Avaii Wealth Management's UITB Position: Q1 2026 in Review

Avaii Wealth Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 8.8% in Q1 2026, buying an estimated $44.8K and bringing the position to 11,688 shares worth $550K. The position accounts for 0.19% of the portfolio, ranked #67.

Avaii Wealth Management first reported a position in UITB in Q2 2024 and has held it in 8 quarters since. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

  • Avaii Wealth Management held 11,688 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $550K as of Q1 2026.
  • Avaii Wealth Management bought 946 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $44.8K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.19% of Avaii Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Avaii Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.