Envision Financial’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Envision Financial’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
2026 Q2	$16.2M	Buy	345,285 +70,881	+26%	+$3.32M	7.45%	4
2026 Q1	$12.9M	Buy	274,404 +44,148	+19%	+$2.09M	6.94%	5
2025 Q4	$10.9M	Buy	230,256 +34,087	+17%	+$1.62M	5.76%	6
2025 Q3	$9.32M	Buy	196,169 +46,653	+31%	+$2.2M	5.34%	6
2025 Q2	$7.04M	Buy	149,516 +5,727	+4%	+$266K	4.69%	6
2025 Q1	$6.75M	Buy	143,789 +22,913	+19%	+$1.06M	5.09%	6
2024 Q4	$5.56M	Buy	+120,876	New	+$5.65M	4.45%	7

Other funds holding UITB

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

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

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return