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

Financial Services Advisory’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	$5.98M	Buy	127,612 +2,380	+2%	+$111K	1.5%	18
2026 Q1	$5.89M	Buy	125,232 +1,460	+1%	+$69.2K	2.8%	11
2025 Q4	$5.86M	Sell	123,772 -935	-0.7%	-$44.5K	2.11%	12
2025 Q3	$5.93M	Sell	124,707 -4,423	-3%	-$208K	2.28%	12
2025 Q2	$6.08M	Sell	129,130 -12,150	-9%	-$565K	2.93%	10
2025 Q1	$6.63M	Sell	141,280 -32,387	-19%	-$1.5M	2.51%	14
2024 Q4	$7.98M	Sell	173,667 -38,544	-18%	-$1.8M	1.87%	17
2024 Q3	$10.2M	Buy	212,211 +191,182	+909%	+$9.04M	2.46%	14
2024 Q2	$968K	Sell	21,029 -90,662	-81%	-$4.15M	0.26%	36
2024 Q1	$5.18M	Sell	111,691 -5,579	-5%	-$258K	1.29%	22
2023 Q4	$5.5M	Buy	+117,270	New	+$5.28M	1.57%	21

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Financial Services Advisory's UITB Position: Q2 2026 in Review

Financial Services Advisory increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.9% in Q2 2026, buying an estimated $111K and bringing the position to 127,612 shares worth $5.98M. The position accounts for 1.5% of the portfolio, ranked #18.

Financial Services Advisory first reported a position in UITB in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q3 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Financial Services Advisory held 127,612 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $5.98M as of Q2 2026.
Financial Services Advisory bought 2,380 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $111K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 1.5% of Financial Services Advisory's portfolio in Q2 2026, its #18 holding.
Financial Services Advisory first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Services Advisory's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $10.2M in Q3 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.