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Fortune 45 LLC’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Fortune 45 LLC’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
2022
Q3 		– Sell
-15,708
Closed -$742K – 57
2022
Q2 		$742K Sell
15,708
-28,335
-64% -$1.36M 0.85% 21
2022
Q1 		$2.19M Sell
44,043
-26,934
-38% -$1.38M 2.06% 10
2021
Q4 		$3.76M Buy
+70,977
New +$3.78M 3.31% 7

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fortune 45 LLC's UITB Position: Q3 2022 in Review

Fortune 45 LLC sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2022, closing a stake of 15,708 shares — an estimated $742K sold.

Fortune 45 LLC first reported a position in UITB in Q4 2021 and held it in 3 quarters. The position peaked at $3.76M in Q4 2021. 28 funds tracked by Wall St. Rank hold UITB as of Q3 2022.

  • Fortune 45 LLC reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Fortune 45 LLC sold 15,708 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2022, an estimated $742K.
  • Fortune 45 LLC first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Fortune 45 LLC's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $3.76M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2022.

Based on Fortune 45 LLC's 13F filing for Q3 2022, filed 10 Nov 2022.