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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Marks Group Wealth Management's UITB Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2026, closing a stake of 9,379 shares — an estimated $444K sold.

Marks Group Wealth Management first reported a position in UITB in Q1 2024 and held it in 8 quarters. The position peaked at $501K in Q1 2025. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

Marks Group Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
Marks Group Wealth Management sold 9,379 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $444K.
Marks Group Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and held it in 8 quarters.
Marks Group Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $501K in Q1 2025.
136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.