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Financial Partners Group (Kansas)’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Financial Partners Group (Kansas)’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
2024
Q1 		– Sell
-7,146
Closed -$354K – 184
2023
Q4 		$354K Hold
7,146
– – 0.06% 115
2023
Q3 		$348K Hold
7,146
– – 0.07% 110
2023
Q2 		$352K Buy
+7,146
New +$350K 0.07% 109

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Financial Partners Group (Kansas)'s USTB Position: Q1 2024 in Review

Financial Partners Group (Kansas) sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q1 2024, closing a stake of 7,146 shares — an estimated $354K sold.

Financial Partners Group (Kansas) first reported a position in USTB in Q2 2023 and held it in 3 quarters. The position peaked at $354K in Q4 2023. 84 funds tracked by Wall St. Rank hold USTB as of Q1 2024.

  • Financial Partners Group (Kansas) reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 7,146 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2024, an estimated $354K.
  • Financial Partners Group (Kansas) first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and held it in 3 quarters.
  • Financial Partners Group (Kansas)'s Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $354K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2024, filed 7 May 2024.