Cetera Advisor Networks’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$13.7M	Buy	295,183 +19,492	+7%	+$903K	0.07%	298
2023 Q4	$12.9M	Buy	275,691 +241,125	+698%	+$10.9M	0.07%	288
2023 Q3	$1.54M	Buy	34,566 +8,665	+33%	+$394K	0.01%	1026
2023 Q2	$1.19M	Buy	+25,901	New	+$1.2M	0.01%	1151
2023 Q1	–	Sell	-8,096	Closed	-$368K	–	2675
2022 Q4	$368K	Sell	8,096 -2,936	-27%	-$133K	﹤0.01%	1853
2022 Q3	$496K	Buy	11,032 +134	+1%	+$6.3K	0.01%	1296
2022 Q2	$515K	Sell	10,898 -18,784	-63%	-$899K	0.01%	1245
2022 Q1	$1.48M	Buy	29,682 +3,341	+13%	+$171K	0.02%	743
2021 Q4	$1.4M	Buy	+26,341	New	+$1.4M	0.02%	748

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Cetera Advisor Networks's UITB Position: Q1 2024 in Review

Cetera Advisor Networks increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 7.1% in Q1 2024, buying an estimated $903K and bringing the position to 295,183 shares worth $13.7M. The position accounts for 0.07% of the portfolio, ranked #298.

Cetera Advisor Networks first reported a position in UITB in Q4 2021 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold UITB as of Q1 2024.

Cetera Advisor Networks held 295,183 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $13.7M as of Q1 2024.
Cetera Advisor Networks bought 19,492 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2024, an estimated $903K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.07% of Cetera Advisor Networks's portfolio in Q1 2024, its #298 holding.
Cetera Advisor Networks first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2021 and has held it in 9 quarters since.
92 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.