CAPTRUST Financial Advisors
UITB icon

CAPTRUST Financial Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		– Sell
-4,813
Closed -$228K – 3126
2025
Q4 		$228K Buy
4,813
+129
+3% +$6.14K ﹤0.01% 2438
2025
Q3 		$223K Hold
4,684
– – ﹤0.01% 2353
2025
Q2 		$220K Buy
+4,684
New +$218K ﹤0.01% 2234
2023
Q3 		– Sell
-17,901
Closed -$17.9K – 2714
2023
Q2 		$17.9K Hold
17,901
– – ﹤0.01% 2465
2023
Q1 		$17.9K Buy
+17,901
New +$829K ﹤0.01% 2257
2022
Q4 		– Sell
-17,901
Closed -$18K – 2185
2022
Q3 		$18K Hold
17,901
– – ﹤0.01% 2019
2022
Q2 		$18K Buy
+17,901
New +$857K ﹤0.01% 3436

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return