FAG
USTB icon

Fortitude Advisory Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-933
Closed -$47K – 1233
2022
Q1 		$47K Hold
933
– – 0.03% 558
2021
Q4 		$48K Buy
+933
New +$48.1K 0.02% 563

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fortitude Advisory Group's USTB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2022, closing a stake of 933 shares — an estimated $47K sold.

Fortitude Advisory Group first reported a position in USTB in Q4 2021 and held it in 2 quarters. The position peaked at $48K in Q4 2021. 53 funds tracked by Wall St. Rank hold USTB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 933 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2022, an estimated $47K.
  • Fortitude Advisory Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $48K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.