Claraphi Advisory Network’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-820	Closed	-$42K	–	1123
2020 Q1	$42K	Buy	+820	New	+$42.9K	0.02%	496

Other funds holding UITB

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Claraphi Advisory Network's UITB Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2020, closing a stake of 820 shares — an estimated $42K sold.

Claraphi Advisory Network first reported a position in UITB in Q1 2020 and held it in 1 quarter. The position peaked at $42K in Q1 2020. 18 funds tracked by Wall St. Rank hold UITB as of Q2 2020.

Claraphi Advisory Network reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 820 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2020, an estimated $42K.
Claraphi Advisory Network first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $42K in Q1 2020.
18 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.