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J. R. Prunier Capital Management LLC’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

J. R. Prunier Capital Management LLC’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 		$2.87M Buy
61,143
+16,601
+37% +$787K 1.22% 14
2025
Q4 		$2.11M Buy
+44,542
New +$2.12M 0.88% 20

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Wells Fargo
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 $30.1B AUM 30.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

J. R. Prunier Capital Management LLC's UITB Position: Q1 2026 in Review

J. R. Prunier Capital Management LLC increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 37% in Q1 2026, buying an estimated $787K and bringing the position to 61,143 shares worth $2.87M. The position accounts for 1.22% of the portfolio, ranked #14.

J. R. Prunier Capital Management LLC first reported a position in UITB in Q4 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

  • J. R. Prunier Capital Management LLC held 61,143 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $2.87M as of Q1 2026.
  • J. R. Prunier Capital Management LLC bought 16,601 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $787K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 1.22% of J. R. Prunier Capital Management LLC's portfolio in Q1 2026, its #14 holding.
  • J. R. Prunier Capital Management LLC first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on J. R. Prunier Capital Management LLC's 13F filing for Q1 2026, filed 15 Jun 2026.