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MOTCO’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

MOTCO’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
2022
Q4 		– Sell
-903
Closed -$41K – 670
2022
Q3 		$41K Buy
+903
New +$42.5K ﹤0.01% 382

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOTCO's UITB Position: Q4 2022 in Review

MOTCO sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2022, closing a stake of 903 shares — an estimated $41K sold.

MOTCO first reported a position in UITB in Q3 2022 and held it in 1 quarter. The position peaked at $41K in Q3 2022. 29 funds tracked by Wall St. Rank hold UITB as of Q4 2022.

  • MOTCO reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • MOTCO sold 903 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2022, an estimated $41K.
  • MOTCO first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2022 and held it in 1 quarter.
  • MOTCO's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $41K in Q3 2022.
  • 29 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2022.

Based on MOTCO's 13F filing for Q4 2022, filed 10 Feb 2023.