Brookstone Capital Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Brookstone Capital 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 Q2	$1.91M	Buy	40,723 +2,839	+7%	+$133K	0.02%	506
2026 Q1	$1.78M	Buy	37,884 +1,844	+5%	+$87.4K	0.02%	494
2025 Q4	$1.71M	Buy	36,040 +3,981	+12%	+$189K	0.02%	487
2025 Q3	$1.52M	Buy	32,059 +5,048	+19%	+$238K	0.02%	504
2025 Q2	$1.27M	Sell	27,011 -388	-1%	-$18K	0.02%	510
2025 Q1	$1.29M	Buy	27,399 +7,041	+35%	+$326K	0.02%	495
2024 Q4	$936K	Buy	20,358 +2,471	+14%	+$115K	0.01%	549
2024 Q3	$857K	Buy	17,887 +8,112	+83%	+$384K	0.01%	555
2024 Q2	$456K	Sell	9,775 -7,160	-42%	-$328K	0.01%	671
2024 Q1	$785K	Sell	16,935 -4,029	-19%	-$187K	0.01%	535
2023 Q4	$983K	Buy	+20,964	New	+$943K	0.02%	464

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

Brookstone Capital Management's UITB Position: Q2 2026 in Review

Brookstone Capital Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 7.5% in Q2 2026, buying an estimated $133K and bringing the position to 40,723 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #506.

Brookstone Capital Management first reported a position in UITB in Q4 2023 and has held it in 11 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Brookstone Capital Management held 40,723 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.91M as of Q2 2026.
Brookstone Capital Management bought 2,839 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $133K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #506 holding.
Brookstone Capital Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and has held it in 11 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.