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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return

TFA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Kingsview Wealth Management's UITB Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2022, closing a stake of 12,695 shares — an estimated $631K sold.

Kingsview Wealth Management first reported a position in UITB in Q2 2020 and held it in 8 quarters. The position peaked at $976K in Q4 2020. 29 funds tracked by Wall St. Rank hold UITB as of Q2 2022.

Kingsview Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 12,695 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2022, an estimated $631K.
Kingsview Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2020 and held it in 8 quarters.
Kingsview Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $976K in Q4 2020.
29 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.