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

Calamos 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 Q2	$63.2M	Buy	1,349,050 +75,481	+6%	+$3.54M	1.91%	11
2026 Q1	$59.9M	Buy	1,273,569 +130,642	+11%	+$6.19M	2.06%	11
2025 Q4	$54.1M	Buy	1,142,927 +139,332	+14%	+$6.63M	1.87%	12
2025 Q3	$47.7M	Buy	+1,003,595	New	+$47.3M	1.72%	13

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Calamos Wealth Management's UITB Position: Q2 2026 in Review

Calamos Wealth Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 5.9% in Q2 2026, buying an estimated $3.54M and bringing the position to 1,349,050 shares worth $63.2M. The position accounts for 1.91% of the portfolio, ranked #11.

Calamos Wealth Management first reported a position in UITB in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Calamos Wealth Management held 1,349,050 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $63.2M as of Q2 2026.
Calamos Wealth Management bought 75,481 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $3.54M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 1.91% of Calamos Wealth Management's portfolio in Q2 2026, its #11 holding.
Calamos Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2025 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.