Greenwood Capital Associates’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Greenwood Capital Associates’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	$8.11M	Buy	173,049 +8,677	+5%	+$406K	0.8%	34
2026 Q1	$7.73M	Buy	164,372 +29,376	+22%	+$1.39M	0.85%	31
2025 Q4	$6.39M	Buy	134,996 +39,615	+42%	+$1.88M	0.69%	47
2025 Q3	$4.53M	Buy	95,381 +38,425	+67%	+$1.81M	0.52%	63
2025 Q2	$2.68M	Buy	56,956 +31,566	+124%	+$1.47M	0.33%	85
2025 Q1	$1.19M	Buy	+25,390	New	+$1.18M	0.16%	120

Other funds holding UITB

BWL

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

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Greenwood Capital Associates's UITB Position: Q2 2026 in Review

Greenwood Capital Associates increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 5.3% in Q2 2026, buying an estimated $406K and bringing the position to 173,049 shares worth $8.11M. The position accounts for 0.8% of the portfolio, ranked #34.

Greenwood Capital Associates first reported a position in UITB in Q1 2025 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Greenwood Capital Associates held 173,049 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $8.11M as of Q2 2026.
Greenwood Capital Associates bought 8,677 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $406K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.8% of Greenwood Capital Associates's portfolio in Q2 2026, its #34 holding.
Greenwood Capital Associates first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025 and has held it in 6 quarters since.
56 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.