Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DWP
Daymark Wealth Partners’s
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
Stock Holding History
Daymark Wealth Partners’s Portfolio
UITB Stock Details
UITB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.73M
Buy
58,002
+16,814
+41%
+$797K
0.09%
174
2025
Q4
$1.95M
Buy
41,188
+3,130
+8%
+$149K
0.06%
198
2025
Q3
$1.81M
Buy
38,058
+1,356
+4%
+$63.9K
0.06%
204
2025
Q2
$1.73M
Sell
36,702
-6,314
-15%
-$294K
0.07%
193
2025
Q1
$2.02M
Buy
43,016
+3,020
+8%
+$140K
0.09%
170
2024
Q4
$1.84M
Buy
39,996
+842
+2%
+$39.3K
0.08%
171
2024
Q3
$1.88M
Buy
39,154
+3,135
+9%
+$148K
0.08%
171
2024
Q2
$1.66M
Buy
36,019
+1,951
+6%
+$89.4K
0.08%
174
2024
Q1
$1.58M
Buy
34,068
+13,283
+64%
+$615K
0.09%
152
2023
Q4
$975K
Buy
20,785
+13,985
+206%
+$629K
0.06%
189
2023
Q3
$303K
Buy
+6,800
New
+$309K
0.02%
305
Other funds holding UITB
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Calamos Advisors
Naperville, Illinois
$28.2B AUM
21.78%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
CWM
Calamos Wealth Management
Naperville, Illinois
$2.91B AUM
25.59%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close