Outlook Wealth Advisors’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Outlook Wealth Advisors’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25,050	Closed	-$1.23M	–	267
2023 Q3	$1.23M	Sell	25,050 -743	-3%	-$36.4K	0.47%	50
2023 Q2	$1.26M	Sell	25,793 -672	-3%	-$32.9K	0.48%	45
2023 Q1	$1.3M	Sell	26,465 -574	-2%	-$28.1K	0.58%	42
2022 Q4	$1.32M	Sell	27,039 -854	-3%	-$41.4K	0.62%	37
2022 Q3	$1.35M	Sell	27,893 -1,222	-4%	-$59.9K	0.61%	37
2022 Q2	$1.43M	Sell	29,115 -754	-3%	-$37.2K	0.58%	38
2022 Q1	$1.49M	Sell	29,869 -541	-2%	-$27.4K	0.5%	42
2021 Q4	$1.56M	Buy	+30,410	New	+$1.57M	0.46%	49

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Outlook Wealth Advisors's USTB Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2023, closing a stake of 25,050 shares — an estimated $1.23M sold.

Outlook Wealth Advisors first reported a position in USTB in Q4 2021 and held it in 8 quarters. The position peaked at $1.56M in Q4 2021. 77 funds tracked by Wall St. Rank hold USTB as of Q4 2023.

Outlook Wealth Advisors reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 25,050 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2023, an estimated $1.23M.
Outlook Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and held it in 8 quarters.
Outlook Wealth Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.56M in Q4 2021.
77 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.