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Comprehensive Financial Planning’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Comprehensive Financial Planning’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 		$129K Buy
5,940
+4,804
+423% +$106K 0.09% 111
2025
Q4 		$25K Buy
+1,136
New +$25.1K 0.02% 198

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $1.47B AUM 13.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $1.56B AUM 14.13% 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 $900M AUM 17.81% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Comprehensive Financial Planning's UBND Position: Q1 2026 in Review

Comprehensive Financial Planning increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 423% in Q1 2026, buying an estimated $106K and bringing the position to 5,940 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #111.

Comprehensive Financial Planning first reported a position in UBND in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Comprehensive Financial Planning held 5,940 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $129K as of Q1 2026.
  • Comprehensive Financial Planning bought 4,804 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $106K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.09% of Comprehensive Financial Planning's portfolio in Q1 2026, its #111 holding.
  • Comprehensive Financial Planning first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.