Next Financial Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Next Financial Group’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
2021 Q4	$485K	Buy	9,146 +8,361	+1,065%	+$445K	0.03%	561
2021 Q3	$42K	Buy	+785	New	+$42.4K	﹤0.01%	1489

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

F4L

Fortune 45 LLC Gonzales, Louisiana $234M AUM 26.47% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Next Financial Group's UITB Position: Q4 2021 in Review

Next Financial Group increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1,065% in Q4 2021, buying an estimated $445K and bringing the position to 9,146 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #561.

Next Financial Group first reported a position in UITB in Q3 2021 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold UITB as of Q4 2021.

Next Financial Group held 9,146 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $485K as of Q4 2021.
Next Financial Group bought 8,361 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2021, an estimated $445K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #561 holding.
Next Financial Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2021 and has held it in 2 quarters since.
28 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.