First Heartland Consultants’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

First Heartland Consultants’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
2022 Q4	–	Sell	-5,953	Closed	-$288	–	393
2022 Q3	$288	Sell	5,953 -61,478	-91%	-$3.01M	0.02%	266
2022 Q2	$3.3M	Buy	+67,431	New	+$3.33M	0.52%	39

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

First Heartland Consultants's USTB Position: Q4 2022 in Review

First Heartland Consultants sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2022, closing a stake of 5,953 shares — an estimated $288 sold.

First Heartland Consultants first reported a position in USTB in Q2 2022 and held it in 2 quarters. The position peaked at $3.3M in Q2 2022. 56 funds tracked by Wall St. Rank hold USTB as of Q4 2022.

First Heartland Consultants reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
First Heartland Consultants sold 5,953 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2022, an estimated $288.
First Heartland Consultants first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2022 and held it in 2 quarters.
First Heartland Consultants's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $3.3M in Q2 2022.
56 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2022.

Based on First Heartland Consultants's 13F filing for Q4 2022, filed 13 Jan 2023.