Kestra Advisory Services’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Kestra Advisory Services’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	–	Sell	-3,895	Closed	-$184K	–	4335
2025 Q4	$184K	Buy	+3,895	New	+$185K	﹤0.01%	2958
2024 Q3	–	Sell	-6,605	Closed	-$304K	–	2743
2024 Q2	$304K	Buy	6,605 +1	+0%	+$46	﹤0.01%	2103
2024 Q1	$306K	Buy	+6,604	New	+$306K	﹤0.01%	1985

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

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

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

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

Kestra Advisory Services sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2026, closing a stake of 3,895 shares — an estimated $184K sold.

Kestra Advisory Services first reported a position in UITB in Q1 2024 and held it in 3 quarters. The position peaked at $306K in Q1 2024. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

Kestra Advisory Services reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,895 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $184K.
Kestra Advisory Services first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and held it in 3 quarters.
Kestra Advisory Services's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $306K in Q1 2024.
136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

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