Janney Montgomery Scott’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Janney Montgomery Scott’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.5M	Buy	464,325 +200,330	+76%	+$10.1M	0.05%	398
2026 Q1	$13.4M	Buy	263,995 +208,804	+378%	+$10.6M	0.03%	471
2025 Q4	$2.81M	Buy	55,191 +12,178	+28%	+$620K	0.01%	1177
2025 Q3	$2.19M	Buy	43,013 +22,820	+113%	+$1.16M	0.01%	1275
2025 Q2	$1.03M	Buy	20,193 +9,364	+86%	+$473K	﹤0.01%	1566
2025 Q1	$548K	Buy	10,829 +4,979	+85%	+$251K	﹤0.01%	1929
2024 Q4	$294K	Buy	+5,850	New	+$295K	﹤0.01%	2320
2023 Q3	–	Sell	-11,281	Closed	-$551K	–	2767
2023 Q2	$551K	Sell	11,281 -3,358	-23%	-$164K	﹤0.01%	1787
2023 Q1	$718K	Buy	14,639 +3,866	+36%	+$189K	﹤0.01%	1522
2022 Q4	$524K	Buy	+10,773	New	+$522K	﹤0.01%	1743

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Janney Montgomery Scott increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 76% in Q2 2026, buying an estimated $10.1M and bringing the position to 464,325 shares worth $23.5M. The position accounts for 0.05% of the portfolio, ranked #398.

Janney Montgomery Scott first reported a position in USTB in Q4 2022 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Janney Montgomery Scott held 464,325 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $23.5M as of Q2 2026.
Janney Montgomery Scott bought 200,330 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $10.1M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.05% of Janney Montgomery Scott's portfolio in Q2 2026, its #398 holding.
Janney Montgomery Scott first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2022 and has held it in 10 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

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