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Fortune Financial Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Fortune Financial Advisors’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 		$225K Hold
4,799
– – 0.1% 152
2026
Q1 		$226K Buy
4,799
+195
+4% +$9.24K 0.12% 140
2025
Q4 		$218K Hold
4,604
– – 0.15% 93
2025
Q3 		$219K Hold
4,604
– – 0.16% 91
2025
Q2 		$217K Sell
4,604
-555
-11% -$25.8K 0.17% 92
2025
Q1 		$242K Buy
5,159
+555
+12% +$25.7K 0.21% 87
2024
Q4 		$212K Buy
+4,604
New +$215K 0.19% 86

Other funds holding UITB

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Fortune Financial Advisors's UITB Position: Q2 2026 in Review

Fortune Financial Advisors held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q2 2026 at 4,799 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #152.

Fortune Financial Advisors first reported a position in UITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $242K in Q1 2025. 62 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Fortune Financial Advisors held 4,799 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $225K as of Q2 2026.
  • Fortune Financial Advisors left its Victory Portfolios II VictoryShares Core Intermediate Bond ETF share count unchanged in Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.1% of Fortune Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • Fortune Financial Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fortune Financial Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $242K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.