Huntleigh Advisors’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Huntleigh Advisors’s Portfolio UBND Stock Details UBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$876K	Sell	40,302 -313,334	-89%	-$6.8M	0.12%	155
2026 Q1	$7.7M	Buy	353,636 +20,309	+6%	+$447K	1.32%	14
2025 Q4	$7.33M	Buy	333,327 +65,727	+25%	+$1.45M	1.24%	13
2025 Q3	$5.9M	Buy	267,600 +169	+0.1%	+$3.69K	1.01%	19
2025 Q2	$5.84M	Buy	267,431 +490	+0.2%	+$10.6K	1.13%	18
2025 Q1	$5.82M	Buy	266,941 +10,314	+4%	+$222K	0.97%	19
2024 Q4	$5.48M	Buy	+256,627	New	+$5.57M	1.18%	15

Other funds holding UBND

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Huntleigh Advisors's UBND Position: Q2 2026 in Review

Huntleigh Advisors reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 89% in Q2 2026, selling an estimated $6.8M and leaving 40,302 shares worth $876K. The position accounts for 0.12% of the portfolio, ranked #155.

Huntleigh Advisors first reported a position in UBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.7M in Q1 2026. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

Huntleigh Advisors held 40,302 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $876K as of Q2 2026.
Huntleigh Advisors sold 313,334 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $6.8M.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.12% of Huntleigh Advisors's portfolio in Q2 2026, its #155 holding.
Huntleigh Advisors first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Huntleigh Advisors's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $7.7M in Q1 2026.
53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.