Impact Partnership Wealth’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Impact Partnership Wealth’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 Q2	–	Sell	-427	Closed	-$19.8K	–	648
2024 Q1	$19.8K	Hold	427	–	–	0.01%	390
2023 Q4	$20K	Buy	+427	New	+$19.2K	0.01%	415

Other funds holding UITB

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $618M AUM 19.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return