Kingsview Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Kingsview Wealth Management’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
2022 Q2	–	Sell	-12,695	Closed	-$631K	–	922
2022 Q1	$631K	Buy	12,695 +788	+7%	+$40.3K	0.03%	523
2021 Q4	$631K	Sell	11,907 -5,458	-31%	-$290K	0.03%	516
2021 Q3	$930K	Buy	17,365 +133	+0.8%	+$7.18K	0.04%	395
2021 Q2	$926K	Buy	17,232 +129	+0.8%	+$6.88K	0.05%	398
2021 Q1	$908K	Sell	17,103 -805	-4%	-$43.3K	0.05%	354
2020 Q4	$976K	Buy	17,908 +1,250	+8%	+$67.8K	0.07%	280
2020 Q3	$902K	Buy	16,658 +3,414	+26%	+$186K	0.08%	245
2020 Q2	$713K	Buy	+13,244	New	+$696K	0.07%	262

Other funds holding UITB

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return