Fjell Capital’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Fjell Capital’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	$8.5M	Buy	181,398 +8,148	+5%	+$382K	5.8%	2
2026 Q1	$8.15M	Buy	173,250 +13,410	+8%	+$636K	6.26%	2
2025 Q4	$7.57M	Buy	159,840 +15,788	+11%	+$751K	5.8%	2
2025 Q3	$6.85M	Buy	144,052 +3,456	+2%	+$163K	6.03%	2
2025 Q2	$6.62M	Buy	140,596 +1,908	+1%	+$88.7K	6.14%	2
2025 Q1	$6.51M	Buy	138,688 +46,307	+50%	+$2.15M	6.6%	2
2024 Q4	$4.25M	Buy	+92,381	New	+$4.32M	4.39%	3

Other funds holding UITB

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return