Insight Wealth Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Insight Wealth Partners’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	$7.12M	Buy	152,068 +15,656	+11%	+$733K	0.96%	9
2026 Q1	$6.41M	Buy	136,412 +669	+0.5%	+$31.7K	0.9%	11
2025 Q4	$6.43M	Buy	135,743 +9,027	+7%	+$429K	0.88%	9
2025 Q3	$6.02M	Buy	126,716 +23,117	+22%	+$1.09M	1.83%	10
2025 Q2	$4.88M	Buy	103,599 +7,529	+8%	+$350K	1.89%	9
2025 Q1	$4.51M	Sell	96,070 -649	-0.7%	-$30.1K	0.75%	10
2024 Q4	$4.45M	Sell	96,719 -27,772	-22%	-$1.3M	0.61%	12
2024 Q3	$5.97M	Buy	+124,491	New	+$5.89M	1.18%	10

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

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

Insight Wealth Partners's UITB Position: Q2 2026 in Review

Insight Wealth Partners increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 11% in Q2 2026, buying an estimated $733K and bringing the position to 152,068 shares worth $7.12M. The position accounts for 0.96% of the portfolio, ranked #9.

Insight Wealth Partners first reported a position in UITB in Q3 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Insight Wealth Partners held 152,068 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $7.12M as of Q2 2026.
Insight Wealth Partners bought 15,656 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $733K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.96% of Insight Wealth Partners's portfolio in Q2 2026, its #9 holding.
Insight Wealth Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.