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Kestra Advisory Services’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Kestra Advisory Services’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Sell
9,500
-600
-6% -$13.2K ﹤0.01% 2922
2025
Q4 		$222K Sell
10,100
-1,500
-13% -$33.1K ﹤0.01% 2796
2025
Q3 		$256K Buy
11,600
+2,100
+22% +$45.9K ﹤0.01% 2571
2025
Q2 		$208K Buy
+9,500
New +$205K ﹤0.01% 2638

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Kestra Advisory Services's UBND Position: Q1 2026 in Review

Kestra Advisory Services reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 5.9% in Q1 2026, selling an estimated $13.2K and leaving 9,500 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

Kestra Advisory Services first reported a position in UBND in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q3 2025. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Kestra Advisory Services held 9,500 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $207K as of Q1 2026.
  • Kestra Advisory Services sold 600 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $13.2K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2922 holding.
  • Kestra Advisory Services first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Kestra Advisory Services's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $256K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.