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

Novem 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
2026
Q2 		$761K Buy
16,250
+666
+4% +$31.2K 0.08% 228
2026
Q1 		$733K Buy
15,584
+867
+6% +$41.1K 0.08% 219
2025
Q4 		$697K Buy
14,717
+1,208
+9% +$57.5K 0.08% 224
2025
Q3 		$642K Buy
13,509
+657
+5% +$30.9K 0.08% 230
2025
Q2 		$605K Buy
12,852
+1,380
+12% +$64.2K 0.08% 232
2025
Q1 		$539K Sell
11,472
-4,485
-28% -$208K 0.08% 219
2024
Q4 		$733K Buy
+15,957
New +$746K 0.11% 176

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Novem Group's UITB Position: Q2 2026 in Review

Novem Group increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 4.3% in Q2 2026, buying an estimated $31.2K and bringing the position to 16,250 shares worth $761K. The position accounts for 0.08% of the portfolio, ranked #228.

Novem Group first reported a position in UITB in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Novem Group held 16,250 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $761K as of Q2 2026.
  • Novem Group bought 666 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $31.2K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.08% of Novem Group's portfolio in Q2 2026, its #228 holding.
  • Novem Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.