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Benjamin F. Edwards & Company’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Benjamin F. Edwards & Company’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,232
Closed -$27K – 2261
2023
Q4 		$27K Buy
+1,232
New +$25.8K ﹤0.01% 1403

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
ERWM
Elk River Wealth Management Denver, Colorado $602M AUM 22.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Benjamin F. Edwards & Company's UBND Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q1 2024, closing a stake of 1,232 shares — an estimated $27K sold.

Benjamin F. Edwards & Company first reported a position in UBND in Q4 2023 and held it in 1 quarter. The position peaked at $27K in Q4 2023. 13 funds tracked by Wall St. Rank hold UBND as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,232 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2024, an estimated $27K.
  • Benjamin F. Edwards & Company first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2023 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $27K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.