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Cornerstone Wealth Management’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Cornerstone Wealth Management’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
Q3 		– Sell
-62,911
Closed -$1.37M – 778
2026
Q2 		$1.37M Buy
+62,911
New +$1.37M 0.06% 283

Other funds holding UBND

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Correct Capital Wealth Management
Correct Capital Wealth Management Clayton, Missouri $589M AUM 12.38% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Cornerstone Wealth Management's UBND Position: Q3 2026 in Review

Cornerstone Wealth Management sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q3 2026, closing a stake of 62,911 shares — an estimated $1.37M sold.

Cornerstone Wealth Management first reported a position in UBND in Q2 2026 and held it in 1 quarter. The position peaked at $1.37M in Q2 2026. 21 funds tracked by Wall St. Rank hold UBND as of Q3 2026.

  • Cornerstone Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 62,911 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q3 2026, an estimated $1.37M.
  • Cornerstone Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2026 and held it in 1 quarter.
  • Cornerstone Wealth Management's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $1.37M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.