Koshinski Asset Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Koshinski Asset 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
2024 Q3	–	Sell	-5,043	Closed	-$234K	–	662
2024 Q2	$234K	Buy	5,043 +81	+2%	+$3.71K	0.02%	525
2024 Q1	$230K	Sell	4,962 -4,688	-49%	-$217K	0.02%	507
2023 Q4	$453K	Buy	9,650 +4,651	+93%	+$209K	0.07%	297
2023 Q3	$223K	Buy	+4,999	New	+$227K	0.03%	499

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

BWL

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

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 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

Koshinski Asset Management's UITB Position: Q3 2024 in Review

Koshinski Asset Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2024, closing a stake of 5,043 shares — an estimated $234K sold.

Koshinski Asset Management first reported a position in UITB in Q3 2023 and held it in 4 quarters. The position peaked at $453K in Q4 2023. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

Koshinski Asset Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
Koshinski Asset Management sold 5,043 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $234K.
Koshinski Asset Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2023 and held it in 4 quarters.
Koshinski Asset Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $453K in Q4 2023.
115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on Koshinski Asset Management's 13F filing for Q3 2024, filed 10 Oct 2024.