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

Kestra Private Wealth 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 Q2	$212K	Sell	4,523 -392	-8%	-$18.4K	﹤0.01%	1677
2026 Q1	$231K	Sell	4,915 -14,286	-74%	-$677K	﹤0.01%	1575
2025 Q4	$909K	Sell	19,201 -18,681	-49%	-$889K	0.01%	844
2025 Q3	$1.8M	Buy	37,882 +319	+0.8%	+$15K	0.02%	557
2025 Q2	$1.77M	Sell	37,563 -198	-0.5%	-$9.21K	0.03%	534
2025 Q1	$1.77M	Buy	37,761 +5,893	+18%	+$273K	0.03%	488
2024 Q4	$1.46M	Buy	+31,868	New	+$1.49M	0.02%	523

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

BWL

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

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

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

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 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

Kestra Private Wealth Services's UITB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 8% in Q2 2026, selling an estimated $18.4K and leaving 4,523 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Kestra Private Wealth Services first reported a position in UITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Kestra Private Wealth Services held 4,523 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $212K as of Q2 2026.
Kestra Private Wealth Services sold 392 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $18.4K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1677 holding.
Kestra Private Wealth Services first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $1.8M in Q3 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.