EverSource Wealth Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

EverSource Wealth Advisors’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
2024 Q4	–	Sell	-974	Closed	-$46.7K	–	3816
2024 Q3	$46.7K	Buy	974 +6	+0.6%	+$284	﹤0.01%	1101
2024 Q2	$45.5K	Buy	968 +9	+0.9%	+$412	﹤0.01%	1131
2024 Q1	$43.3K	Buy	959 +10	+1%	+$463	﹤0.01%	1037
2023 Q4	$44.5K	Buy	949 +11	+1%	+$495	﹤0.01%	946
2023 Q3	$41.8K	Buy	938 +8	+0.9%	+$363	﹤0.01%	882
2023 Q2	$42.8K	Buy	930 +7	+0.8%	+$325	﹤0.01%	895
2023 Q1	$43.1K	Buy	923 +4	+0.4%	+$185	0.01%	838
2022 Q4	$41.8K	Buy	919 +8	+0.9%	+$362	0.01%	827
2022 Q3	$41K	Buy	911 +5	+0.6%	+$235	0.01%	687
2022 Q2	$43K	Buy	+906	New	+$43.4K	0.01%	660

Other funds holding UITB

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

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

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

USAA

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EverSource Wealth Advisors's UITB Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2024, closing a stake of 974 shares — an estimated $46.7K sold.

EverSource Wealth Advisors first reported a position in UITB in Q2 2022 and held it in 10 quarters. The position peaked at $46.7K in Q3 2024. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

EverSource Wealth Advisors reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 974 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $46.7K.
EverSource Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2022 and held it in 10 quarters.
EverSource Wealth Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $46.7K in Q3 2024.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.