Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$518K Hold
23,779
– – ﹤0.01% 1992
2025
Q4 		$523K Sell
23,779
-2,956
-11% -$65.2K ﹤0.01% 1888
2025
Q3 		$590K Sell
26,735
-6,367
-19% -$139K ﹤0.01% 1703
2025
Q2 		$723K Sell
33,102
-9,513
-22% -$205K ﹤0.01% 1419
2025
Q1 		$929K Sell
42,615
-1,019
-2% -$22K ﹤0.01% 1170
2024
Q4 		$932K Sell
43,634
-692
-2% -$15K ﹤0.01% 1123
2024
Q3 		$986K Sell
44,326
-900
-2% -$19.8K ﹤0.01% 1045
2024
Q2 		$968K Sell
45,226
-66,078
-59% -$1.41M ﹤0.01% 911
2024
Q1 		$2.4M Buy
+111,304
New +$2.39M 0.01% 574

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UBND Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) position steady in Q1 2026 at 23,779 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Carson Wealth (CWM LLC) first reported a position in UBND in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.4M in Q1 2024. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,779 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $518K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Victory Portfolios II VictoryShares Core Plus Bond ETF share count unchanged in Q1 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1992 holding.
  • Carson Wealth (CWM LLC) first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $2.4M in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.