Integrated Wealth Concepts’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Integrated Wealth Concepts’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 Q1	$6.95M	Buy	147,841 +33,592	+29%	+$1.59M	0.06%	325
2025 Q4	$5.41M	Buy	114,249 +35,463	+45%	+$1.69M	0.06%	271
2025 Q3	$3.74M	Buy	78,786 +34,849	+79%	+$1.64M	0.03%	464
2025 Q2	$2.07M	Buy	43,937 +10,010	+30%	+$466K	0.02%	605
2025 Q1	$1.59M	Buy	33,927 +4,404	+15%	+$204K	0.02%	640
2024 Q4	$1.36M	Buy	29,523 +10,853	+58%	+$507K	0.02%	696
2024 Q3	$895K	Buy	18,670 +2,633	+16%	+$125K	0.01%	853
2024 Q2	$738K	Buy	16,037 +2,829	+21%	+$130K	0.01%	887
2024 Q1	$613K	Buy	+13,208	New	+$612K	0.01%	956

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calamos Advisors

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return