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Capital Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Capital Wealth Management’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,212
Closed -$399K – 60
2022
Q4 		$399K Buy
+8,212
New +$398K 0.27% 43

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Capital Wealth Management's USTB Position: Q1 2023 in Review

Capital Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q1 2023, closing a stake of 8,212 shares — an estimated $399K sold.

Capital Wealth Management first reported a position in USTB in Q4 2022 and held it in 1 quarter. The position peaked at $399K in Q4 2022. 60 funds tracked by Wall St. Rank hold USTB as of Q1 2023.

  • Capital Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Wealth Management sold 8,212 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2023, an estimated $399K.
  • Capital Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Capital Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $399K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2023.

Based on Capital Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.