Janney Montgomery Scott
UITB icon

Janney Montgomery Scott’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Janney Montgomery Scott’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 		$1.68M Buy
35,700
+4,450
+14% +$211K ﹤0.01% 1373
2025
Q4 		$1.48M Sell
31,250
-3,445
-10% -$164K ﹤0.01% 1499
2025
Q3 		$1.65M Buy
34,695
+1,001
+3% +$47.1K ﹤0.01% 1415
2025
Q2 		$1.59M Sell
33,694
-825
-2% -$38.4K ﹤0.01% 1318
2025
Q1 		$1.62M Buy
34,519
+6,295
+22% +$292K ﹤0.01% 1262
2024
Q4 		$1.3M Buy
28,224
+886
+3% +$41.4K ﹤0.01% 1394
2024
Q3 		$1.31M Buy
27,338
+20,498
+300% +$970K ﹤0.01% 1356
2024
Q2 		$315K Sell
6,840
-830
-11% -$38K ﹤0.01% 2182
2024
Q1 		$356K Buy
7,670
+320
+4% +$14.8K ﹤0.01% 2226
2023
Q4 		$345K Sell
7,350
-270
-4% -$12.2K ﹤0.01% 2138
2023
Q3 		$339K Sell
7,620
-120
-2% -$5.45K ﹤0.01% 2056
2023
Q2 		$356K Buy
7,740
+50
+0.7% +$2.32K ﹤0.01% 2121
2023
Q1 		$359K Buy
+7,690
New +$356K ﹤0.01% 1944

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 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 $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
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return