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Congress Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Congress Wealth Management’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
2025
Q2 		$1.68M Buy
35,638
+1,041
+3% +$48.4K 0.02% 588
2025
Q1 		$1.62M Buy
+34,597
New +$1.6M 0.02% 534

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Congress Wealth Management's UITB Position: Q2 2025 in Review

Congress Wealth Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 3% in Q2 2025, buying an estimated $48.4K and bringing the position to 35,638 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #588.

Congress Wealth Management first reported a position in UITB in Q1 2025 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold UITB as of Q2 2025.

  • Congress Wealth Management held 35,638 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.68M as of Q2 2025.
  • Congress Wealth Management bought 1,041 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2025, an estimated $48.4K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #588 holding.
  • Congress Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.