Engrave Wealth Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Engrave Wealth Partners’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-41	Closed	-$2K	–	399
2020 Q2	$2K	Buy	+41	New	+$2.16K	﹤0.01%	412

Other funds holding UITB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Engrave Wealth Partners's UITB Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2020, closing a stake of 41 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in UITB in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 19 funds tracked by Wall St. Rank hold UITB as of Q3 2020.

Engrave Wealth Partners reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 41 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2020, an estimated $2K.
Engrave Wealth Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $2K in Q2 2020.
19 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.