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

Brinker Capital 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 Q2	$9.09M	Sell	193,968 -5,544	-3%	-$260K	0.07%	242
2026 Q1	$9.38M	Sell	199,512 -4,691	-2%	-$222K	0.08%	219
2025 Q4	$9.67M	Buy	204,203 +15,847	+8%	+$754K	0.07%	255
2025 Q3	$8.95M	Buy	188,356 +34,793	+23%	+$1.64M	0.07%	261
2025 Q2	$7.23M	Buy	153,563 +139,908	+1,025%	+$6.51M	0.06%	292
2025 Q1	$641K	Sell	13,655 -1,529,402	-99%	-$70.9M	0.01%	1288
2024 Q4	$70.9M	Sell	1,543,057 -29,579	-2%	-$1.38M	0.71%	18
2024 Q3	$75.4M	Sell	1,572,636 -70,220	-4%	-$3.32M	0.75%	16
2024 Q2	$75.6M	Sell	1,642,856 -60,174	-4%	-$2.76M	0.8%	13
2024 Q1	$79M	Sell	1,703,030 -49,124	-3%	-$2.28M	0.85%	12
2023 Q4	$81.6M	Buy	+1,752,154	New	+$78.9M	0.95%	9

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

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

Brinker Capital Investments's UITB Position: Q2 2026 in Review

Brinker Capital Investments reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 2.8% in Q2 2026, selling an estimated $260K and leaving 193,968 shares worth $9.09M. The position accounts for 0.07% of the portfolio, ranked #242.

Brinker Capital Investments first reported a position in UITB in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.6M in Q4 2023. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Brinker Capital Investments held 193,968 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $9.09M as of Q2 2026.
Brinker Capital Investments sold 5,544 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $260K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.07% of Brinker Capital Investments's portfolio in Q2 2026, its #242 holding.
Brinker Capital Investments first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Brinker Capital Investments's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $81.6M in Q4 2023.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.