Focus Financial Network’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Focus Financial Network’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	$1.51M	Sell	32,293 -246	-0.8%	-$11.5K	0.05%	278
2026 Q1	$1.53M	Sell	32,539 -650	-2%	-$30.8K	0.05%	255
2025 Q4	$1.57M	Buy	33,189 +5,956	+22%	+$283K	0.05%	244
2025 Q3	$1.29M	Buy	27,233 +1,491	+6%	+$70.2K	0.05%	265
2025 Q2	$1.21M	Buy	25,742 +471	+2%	+$21.9K	0.05%	262
2025 Q1	$1.19M	Buy	25,271 +140	+0.6%	+$6.49K	0.05%	261
2024 Q4	$1.16M	Buy	25,131 +2,680	+12%	+$125K	0.05%	259
2024 Q3	$1.08M	Buy	22,451 +4,071	+22%	+$193K	0.04%	267
2024 Q2	$858K	Buy	18,380 +2,038	+12%	+$93.4K	0.04%	291
2024 Q1	$738K	Buy	16,342 +1,536	+10%	+$71.1K	0.04%	300
2023 Q4	$695K	Buy	14,806 +1,433	+11%	+$64.5K	0.03%	385
2023 Q3	$596K	Buy	+13,373	New	+$607K	0.03%	326

Other funds holding UITB

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M 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

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 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