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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

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

Impact Partnership Wealth's UITB Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2024, closing a stake of 427 shares — an estimated $19.8K sold.

Impact Partnership Wealth first reported a position in UITB in Q4 2023 and held it in 2 quarters. The position peaked at $20K in Q4 2023. 108 funds tracked by Wall St. Rank hold UITB as of Q2 2024.

Impact Partnership Wealth reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 427 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2024, an estimated $19.8K.
Impact Partnership Wealth first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and held it in 2 quarters.
Impact Partnership Wealth's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $20K in Q4 2023.
108 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.