OneAscent Financial Services
UBND icon

OneAscent Financial Services’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

OneAscent Financial Services’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-23,886
Closed -$519K – 669
2026
Q2 		$519K Buy
23,886
+1,219
+5% +$26.5K 0.02% 374
2026
Q1 		$494K Buy
+22,667
New +$499K 0.03% 348

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Correct Capital Wealth Management
Correct Capital Wealth Management Clayton, Missouri $589M AUM 12.38% 1-Year Est. Return

OneAscent Financial Services's UBND Position: Q3 2026 in Review

OneAscent Financial Services sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q3 2026, closing a stake of 23,886 shares — an estimated $519K sold.

OneAscent Financial Services first reported a position in UBND in Q1 2026 and held it in 2 quarters. The position peaked at $519K in Q2 2026. 38 funds tracked by Wall St. Rank hold UBND as of Q3 2026.

  • OneAscent Financial Services reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 23,886 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q3 2026, an estimated $519K.
  • OneAscent Financial Services first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2026 and held it in 2 quarters.
  • OneAscent Financial Services's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $519K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.