Dynamic Advisor Solutions’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Dynamic Advisor Solutions’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,000	Closed	-$207K	–	809
2021 Q3	$207K	Hold	4,000	–	–	0.02%	689
2021 Q2	$208K	Hold	4,000	–	–	0.02%	663
2021 Q1	$207K	Hold	4,000	–	–	0.02%	608
2020 Q4	$207K	Buy	+4,000	New	+$207K	0.02%	594

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Dynamic Advisor Solutions's USTB Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2021, closing a stake of 4,000 shares — an estimated $207K sold.

Dynamic Advisor Solutions first reported a position in USTB in Q4 2020 and held it in 4 quarters. The position peaked at $208K in Q2 2021. 45 funds tracked by Wall St. Rank hold USTB as of Q4 2021.

Dynamic Advisor Solutions reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,000 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2021, an estimated $207K.
Dynamic Advisor Solutions first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2020 and held it in 4 quarters.
Dynamic Advisor Solutions's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $208K in Q2 2021.
45 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.