Novem Group
UITB icon

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
Q3 		$645K Sell
14,458
-1,792
-11% -$82.4K 0.06% 245
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Pine Valley Investments
Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return
Greenup Street Wealth Management
Greenup Street Wealth Management Ann Arbor, Michigan $813M AUM 17.13% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Novem Group's UITB Position: Q3 2026 in Review

Novem Group reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 11% in Q3 2026, selling an estimated $82.4K and leaving 14,458 shares worth $645K. The position accounts for 0.06% of the portfolio, ranked #245.

Novem Group first reported a position in UITB in Q4 2024 and has held it in 8 quarters since. The position peaked at $761K in Q2 2026. 74 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

  • Novem Group held 14,458 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $645K as of Q3 2026.
  • Novem Group sold 1,792 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $82.4K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.06% of Novem Group's portfolio in Q3 2026, its #245 holding.
  • Novem Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Novem Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $761K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.