N.E.W. Advisory Services’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

N.E.W. Advisory Services’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 Q1	–	Sell	-1,196	Closed	-$26.3K	–	954
2025 Q4	$26.3K	Buy	+1,196	New	+$26.4K	﹤0.01%	446

Other funds holding UBND

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

MWP

Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

N.E.W. Advisory Services's UBND Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q1 2026, closing a stake of 1,196 shares — an estimated $26.3K sold.

N.E.W. Advisory Services first reported a position in UBND in Q4 2025 and held it in 1 quarter. The position peaked at $26.3K in Q4 2025. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

N.E.W. Advisory Services reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 1,196 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $26.3K.
N.E.W. Advisory Services first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $26.3K in Q4 2025.
43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.