Daymark Wealth Partners
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Daymark Wealth Partners’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Daymark Wealth Partners’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 		$2.73M Buy
+131,945
New +$2.81M 0.06% 218

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
REDW Wealth
REDW Wealth Albuquerque, New Mexico $274M AUM 13.13% 1-Year Est. Return

Daymark Wealth Partners's UBND Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q3 2026: 131,945 shares worth $2.73M. The stake represents 0.06% of the portfolio and ranks #218 among its holdings.

21 funds tracked by Wall St. Rank hold UBND as of Q3 2026.

  • Daymark Wealth Partners held 131,945 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $2.73M as of Q3 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF was a new Daymark Wealth Partners position in Q3 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q3 2026, its #218 holding.
  • 21 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q3 2026.

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