Fortem Financial Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Fortem Financial Group’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
2024 Q4	–	Sell	-4,517	Closed	-$217K	–	178
2024 Q3	$217K	Sell	4,517 -54,905	-92%	-$2.6M	0.09%	163
2024 Q2	$2.73M	Sell	59,422 -376	-0.6%	-$17.2K	1.18%	21
2024 Q1	$2.77M	Buy	59,798 +9,724	+19%	+$450K	1.22%	19
2023 Q4	$2.35M	Buy	+50,074	New	+$2.25M	1.17%	20

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fortem Financial Group's UITB Position: Q4 2024 in Review

Fortem Financial Group sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2024, closing a stake of 4,517 shares — an estimated $217K sold.

Fortem Financial Group first reported a position in UITB in Q4 2023 and held it in 4 quarters. The position peaked at $2.77M in Q1 2024. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

Fortem Financial Group reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
Fortem Financial Group sold 4,517 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $217K.
Fortem Financial Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and held it in 4 quarters.
Fortem Financial Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $2.77M in Q1 2024.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on Fortem Financial Group's 13F filing for Q4 2024, filed 6 Jan 2025.