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Fiduciary Alliance’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-2
Closed -$98 – 904
2023
Q2 		$98 Buy
+2
New +$98 ﹤0.01% 987

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Alliance's USTB Position: Q3 2023 in Review

Fiduciary Alliance sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2023, closing a stake of 2 shares — an estimated $98 sold.

Fiduciary Alliance first reported a position in USTB in Q2 2023 and held it in 1 quarter. The position peaked at $98 in Q2 2023. 79 funds tracked by Wall St. Rank hold USTB as of Q3 2023.

  • Fiduciary Alliance reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 2 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2023, an estimated $98.
  • Fiduciary Alliance first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $98 in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.