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

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return