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

HighTower 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
2024 Q4	–	Sell	-5,222	Closed	-$250K	–	4056
2024 Q3	$250K	Sell	5,222 -740	-12%	-$35K	﹤0.01%	2958
2024 Q2	$275K	Buy	+5,962	New	+$273K	﹤0.01%	2785
2024 Q1	–	Sell	-5,034	Closed	-$236K	–	4020
2023 Q4	$236K	Sell	5,034 -315	-6%	-$14.2K	﹤0.01%	2902
2023 Q3	$238K	Sell	5,349 -6,217	-54%	-$282K	﹤0.01%	2777
2023 Q2	$533K	Buy	11,566 +5,582	+93%	+$259K	﹤0.01%	2160
2023 Q1	$278K	Buy	+5,984	New	+$277K	﹤0.01%	2515
2022 Q3	–	Sell	-4,851	Closed	-$229K	–	3411
2022 Q2	$229K	Sell	4,851 -2,784	-36%	-$133K	﹤0.01%	2541
2022 Q1	$380K	Sell	7,635 -1,161	-13%	-$59.4K	﹤0.01%	2351
2021 Q4	$467K	Sell	8,796 -897	-9%	-$47.7K	﹤0.01%	2202
2021 Q3	$519K	Sell	9,693 -2,419	-20%	-$131K	﹤0.01%	2035
2021 Q2	$652K	Buy	12,112 +1,621	+15%	+$86.5K	﹤0.01%	1903
2021 Q1	$554K	Buy	+10,491	New	+$564K	﹤0.01%	1917

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

HighTower Advisors's UITB Position: Q4 2024 in Review

HighTower Advisors sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2024, closing a stake of 5,222 shares — an estimated $250K sold.

HighTower Advisors first reported a position in UITB in Q1 2021 and held it in 12 quarters. The position peaked at $652K in Q2 2021. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

HighTower Advisors reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 5,222 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $250K.
HighTower Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2021 and held it in 12 quarters.
HighTower Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $652K in Q2 2021.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.