Larson Financial Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Larson Financial Group’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	$12.1K	Hold	258	–	–	﹤0.01%	2295
2026 Q1	$12.1K	Hold	258	–	–	﹤0.01%	2119
2025 Q4	$12.2K	Hold	258	–	–	﹤0.01%	2004
2025 Q3	$12.3K	Hold	258	–	–	﹤0.01%	1914
2025 Q2	$12.1K	Buy	258 +61	+31%	+$2.84K	﹤0.01%	1715
2025 Q1	$9.25K	Buy	+197	New	+$9.13K	﹤0.01%	1670

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

Larson Financial Group's UITB Position: Q2 2026 in Review

Larson Financial Group held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q2 2026 at 258 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Larson Financial Group first reported a position in UITB in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.3K in Q3 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Larson Financial Group held 258 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $12.1K as of Q2 2026.
Larson Financial Group left its Victory Portfolios II VictoryShares Core Intermediate Bond ETF share count unchanged in Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2295 holding.
Larson Financial Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $12.3K 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.