J.W. Cole Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

J.W. Cole Advisors’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	$542K	Buy	+11,574	New	+$542K	0.01%	979
2026 Q1	–	Sell	-11,309	Closed	-$536K	–	1428
2025 Q4	$536K	Buy	11,309 +5,985	+112%	+$285K	0.01%	875
2025 Q3	$253K	Buy	5,324 +290	+6%	+$13.7K	﹤0.01%	1316
2025 Q2	$237K	Buy	+5,034	New	+$234K	0.01%	1269

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

J.W. Cole Advisors's UITB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026: 11,574 shares worth $542K. The stake represents 0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in UITB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in UITB in Q2 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

J.W. Cole Advisors held 11,574 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $542K as of Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #979 holding.
J.W. Cole Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2025 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.