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 Q3	$1.71M	Buy	38,310 +460	+1%	+$21.2K	0.84%	30
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Greenup Street Wealth Management Ann Arbor, Michigan $813M AUM 17.13% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Oath Planning Tulsa, Oklahoma $154M AUM 11.91% 1-Year Est. Return

Optivise Advisory Services's UITB Position: Q3 2026 in Review

Optivise Advisory Services increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.2% in Q3 2026, buying an estimated $21.2K and bringing the position to 38,310 shares worth $1.71M. The position accounts for 0.84% of the portfolio, ranked #30.

Optivise Advisory Services first reported a position in UITB in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q3 2025. 70 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

Optivise Advisory Services held 38,310 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.71M as of Q3 2026.
Optivise Advisory Services bought 460 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $21.2K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.84% of Optivise Advisory Services's portfolio in Q3 2026, its #30 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 5 quarters since.
Optivise Advisory Services's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $3.21M in Q3 2025.
70 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.