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Merit Financial Group’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Merit Financial Group’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
Q2 		$144M Buy
6,613,845
+226,770
+4% +$4.92M 0.88% 24
2026
Q1 		$139M Buy
6,387,075
+567,558
+10% +$12.5M 1.03% 19
2025
Q4 		$128M Buy
5,819,517
+347,515
+6% +$7.67M 1.03% 19
2025
Q3 		$121M Buy
+5,472,002
New +$120M 1.11% 20

Other funds holding UBND

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Merit Financial Group's UBND Position: Q2 2026 in Review

Merit Financial Group increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 3.6% in Q2 2026, buying an estimated $4.92M and bringing the position to 6,613,845 shares worth $144M. The position accounts for 0.88% of the portfolio, ranked #24.

Merit Financial Group first reported a position in UBND in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Merit Financial Group held 6,613,845 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $144M as of Q2 2026.
  • Merit Financial Group bought 226,770 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $4.92M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.88% of Merit Financial Group's portfolio in Q2 2026, its #24 holding.
  • Merit Financial Group first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.