MGWM
UITB icon

Marks Group Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Marks Group 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
2026
Q1 		– Sell
-9,379
Closed -$444K – 360
2025
Q4 		$444K Hold
9,379
– – 0.04% 246
2025
Q3 		$446K Hold
9,379
– – 0.04% 230
2025
Q2 		$441K Sell
9,379
-1,297
-12% -$60.3K 0.04% 235
2025
Q1 		$501K Hold
10,676
– – 0.05% 240
2024
Q4 		$491K Buy
10,676
+1,583
+17% +$74K 0.05% 222
2024
Q3 		$436K Sell
9,093
-87
-0.9% -$4.12K 0.04% 231
2024
Q2 		$422K Hold
9,180
– – 0.04% 233
2024
Q1 		$426K Buy
+9,180
New +$425K 0.04% 233

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return