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

Optivise 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
2026 Q2	$1.77M	Buy	37,850 +13,795	+57%	+$646K	0.9%	27
2026 Q1	$1.13M	Sell	24,055 -2,372	-9%	-$112K	0.68%	38
2025 Q4	$1.25M	Sell	26,427 -41,155	-61%	-$1.96M	0.72%	42
2025 Q3	$3.21M	Buy	+67,582	New	+$3.18M	1.91%	8

Other funds holding UITB

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Optivise Advisory Services's UITB Position: Q2 2026 in Review

Optivise Advisory Services increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 57% in Q2 2026, buying an estimated $646K and bringing the position to 37,850 shares worth $1.77M. The position accounts for 0.9% of the portfolio, ranked #27.

Optivise Advisory Services first reported a position in UITB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.21M in Q3 2025. 45 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Optivise Advisory Services held 37,850 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.77M as of Q2 2026.
Optivise Advisory Services bought 13,795 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $646K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.9% of Optivise Advisory Services's portfolio in Q2 2026, its #27 holding.
Optivise Advisory Services first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Optivise Advisory Services's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $3.21M in Q3 2025.
45 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.