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

Cetera 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
2024
Q1 		$1.73M Buy
37,236
+32,878
+754% +$1.52M 0.01% 881
2023
Q4 		$204K Buy
+4,358
New +$196K ﹤0.01% 1630

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
Osaic Holdings
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 Advisors's UITB Position: Q1 2024 in Review

Cetera Advisors increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 754% in Q1 2024, buying an estimated $1.52M and bringing the position to 37,236 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #881.

Cetera Advisors first reported a position in UITB in Q4 2023 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold UITB as of Q1 2024.

  • Cetera Advisors held 37,236 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.73M as of Q1 2024.
  • Cetera Advisors bought 32,878 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2024, an estimated $1.52M.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #881 holding.
  • Cetera Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and has held it in 2 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.