LexAurum Advisors
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LexAurum Advisors’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

LexAurum Advisors’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$818K Buy
39,605
+8,065
+26% +$172K 0.09% 172
2026
Q2 		$685K Buy
31,540
+4,917
+18% +$107K 0.08% 196
2026
Q1 		$580K Buy
+26,623
New +$586K 0.08% 202
2025
Q3 		$473K Buy
21,437
+906
+4% +$19.8K 0.07% 212
2025
Q2 		$449K Buy
20,531
+732
+4% +$15.8K 0.07% 212
2025
Q1 		$432K Sell
19,799
-50
-0.3% -$1.08K 0.08% 211
2024
Q4 		$424K Buy
19,849
+516
+3% +$11.2K 0.08% 202
2024
Q3 		$430K Sell
19,333
-638
-3% -$14K 0.09% 188
2024
Q2 		$427K Buy
19,971
+2,514
+14% +$53.5K 0.1% 176
2024
Q1 		$376K Buy
17,457
+1,427
+9% +$30.7K 0.09% 188
2023
Q4 		$348K Buy
16,030
+635
+4% +$13.3K 0.09% 198
2023
Q3 		$319K Buy
15,395
+699
+5% +$14.8K 0.09% 203
2023
Q2 		$316K Buy
14,696
+1,870
+15% +$40.5K 0.1% 191
2023
Q1 		$279K Buy
+12,826
New +$278K 0.09% 200

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Correct Capital Wealth Management
Correct Capital Wealth Management Clayton, Missouri $589M AUM 12.38% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LexAurum Advisors's UBND Position: Q3 2026 in Review

LexAurum Advisors increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 26% in Q3 2026, buying an estimated $172K and bringing the position to 39,605 shares worth $818K. The position accounts for 0.09% of the portfolio, ranked #172.

LexAurum Advisors first reported a position in UBND in Q1 2023 and has held it in 14 quarters since. 31 funds tracked by Wall St. Rank hold UBND as of Q3 2026.

  • LexAurum Advisors held 39,605 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $818K as of Q3 2026.
  • LexAurum Advisors bought 8,065 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q3 2026, an estimated $172K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.09% of LexAurum Advisors's portfolio in Q3 2026, its #172 holding.
  • LexAurum Advisors first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 31 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.