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
Q2 		$1.89M Buy
40,339
+4,639
+13% +$217K ﹤0.01% 1520
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 $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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

Janney Montgomery Scott's UITB Position: Q2 2026 in Review

Janney Montgomery Scott increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 13% in Q2 2026, buying an estimated $217K and bringing the position to 40,339 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Janney Montgomery Scott first reported a position in UITB in Q1 2023 and has held it in 14 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Janney Montgomery Scott held 40,339 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.89M as of Q2 2026.
  • Janney Montgomery Scott bought 4,639 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $217K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1520 holding.
  • Janney Montgomery Scott first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.