Legacy Capital Wealth Partners’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Legacy Capital Wealth Partners’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,556	Closed	-$419K	–	309
2023 Q3	$419K	Buy	+8,556	New	+$419K	0.11%	167
2023 Q2	–	Sell	-10,514	Closed	-$516K	–	235
2023 Q1	$516K	Buy	+10,514	New	+$515K	0.14%	134

Other funds holding USTB

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Legacy Capital Wealth Partners's USTB Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2023, closing a stake of 8,556 shares — an estimated $419K sold.

Legacy Capital Wealth Partners first reported a position in USTB in Q1 2023 and held it in 2 quarters. The position peaked at $516K in Q1 2023. 77 funds tracked by Wall St. Rank hold USTB as of Q4 2023.

Legacy Capital Wealth Partners reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 8,556 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2023, an estimated $419K.
Legacy Capital Wealth Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and held it in 2 quarters.
Legacy Capital Wealth Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $516K in Q1 2023.
77 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.