Capital Analysts LLC’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Capital Analysts LLC’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	$91K	Buy	1,940 +115	+6%	+$5.39K	﹤0.01%	863
2026 Q1	$86K	Buy	1,825 +740	+68%	+$35.1K	﹤0.01%	831
2025 Q4	$51K	Hold	1,085	–	–	﹤0.01%	914
2025 Q3	$52K	Buy	1,085 +4	+0.4%	+$188	﹤0.01%	872
2025 Q2	$51K	Buy	1,081 +11	+1%	+$512	﹤0.01%	806
2025 Q1	$50K	Buy	+1,070	New	+$49.6K	﹤0.01%	794

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

Capital Analysts LLC's UITB Position: Q2 2026 in Review

Capital Analysts LLC increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 6.3% in Q2 2026, buying an estimated $5.39K and bringing the position to 1,940 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Capital Analysts LLC first reported a position in UITB in Q1 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Capital Analysts LLC held 1,940 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $91K as of Q2 2026.
Capital Analysts LLC bought 115 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $5.39K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #863 holding.
Capital Analysts LLC first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.