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Orion Portfolio Solutions’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$641K Sell
13,655
-1,529,402
-99% -$70.9M 0.01% 1288
2024
Q4 		$70.9M Sell
1,543,057
-29,579
-2% -$1.38M 0.71% 18
2024
Q3 		$75.4M Sell
1,572,636
-70,220
-4% -$3.32M 0.75% 16
2024
Q2 		$75.6M Sell
1,642,856
-60,174
-4% -$2.76M 0.8% 13
2024
Q1 		$79M Sell
1,703,030
-49,124
-3% -$2.28M 0.85% 12
2023
Q4 		$81.6M Buy
+1,752,154
New +$78.9M 0.95% 9

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Orion Portfolio Solutions's UITB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 99% in Q1 2025, selling an estimated $70.9M and leaving 13,655 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #1288.

Orion Portfolio Solutions first reported a position in UITB in Q4 2023 and has held it in 6 quarters since. The position peaked at $81.6M in Q4 2023. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

  • Orion Portfolio Solutions held 13,655 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $641K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,529,402 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $70.9M.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1288 holding.
  • Orion Portfolio Solutions first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $81.6M in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.