CWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.68M Buy
35,638
+1,041
+3% +$49K 0.02% 588
2025
Q1 		$1.62M Buy
+34,597
New +$1.62M 0.02% 534