Belpointe Asset Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-82	Closed	-$3.83K	–	3216
2023 Q1	$3.83K	Hold	82	–	–	﹤0.01%	3109
2022 Q4	$3.73K	Buy	+82	New	+$3.71K	﹤0.01%	3030

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belpointe Asset Management's UITB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2023, closing a stake of 82 shares — an estimated $3.83K sold.

Belpointe Asset Management first reported a position in UITB in Q4 2022 and held it in 2 quarters. The position peaked at $3.83K in Q1 2023. 43 funds tracked by Wall St. Rank hold UITB as of Q2 2023.

Belpointe Asset Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 82 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2023, an estimated $3.83K.
Belpointe Asset Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $3.83K in Q1 2023.
43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.