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Next Financial Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Next Financial Group’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$208K Buy
+4,052
New +$209K 0.01% 880

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Next Financial Group opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2021: 4,052 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings.

45 funds tracked by Wall St. Rank hold USTB as of Q4 2021.

  • Next Financial Group held 4,052 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $208K as of Q4 2021.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Next Financial Group position in Q4 2021.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #880 holding.
  • 45 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2021.

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