NAS
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Nicolet Advisory Services’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$18.5M Buy
389,946
+35,216
+10% +$1.68M 1.25% 17
2025
Q3 		$16.9M Buy
354,730
+8,157
+2% +$384K 1.31% 17
2025
Q2 		$16.4M Buy
346,573
+1,500
+0.4% +$69.8K 1.39% 16
2025
Q1 		$15.9M Sell
345,073
-7,583
-2% -$352K 1.58% 14
2024
Q4 		$16M Buy
352,656
+9,395
+3% +$439K 1.47% 14
2024
Q3 		$16.4M Buy
343,261
+20,112
+6% +$951K 1.55% 13
2024
Q2 		$15M Buy
+323,149
New +$14.8M 1.43% 14

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return