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 Q3	$7.01M	Buy	156,939 +4,871	+3%	+$224K	0.92%	10
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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Oath Planning Tulsa, Oklahoma $154M AUM 11.91% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Insight Wealth Partners's UITB Position: Q3 2026 in Review

Insight Wealth Partners increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 3.2% in Q3 2026, buying an estimated $224K and bringing the position to 156,939 shares worth $7.01M. The position accounts for 0.92% of the portfolio, ranked #10.

Insight Wealth Partners first reported a position in UITB in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.12M in Q2 2026. 41 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

Insight Wealth Partners held 156,939 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $7.01M as of Q3 2026.
Insight Wealth Partners bought 4,871 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $224K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.92% of Insight Wealth Partners's portfolio in Q3 2026, its #10 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 9 quarters since.
Insight Wealth Partners's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $7.12M in Q2 2026.
41 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.