Pathway Financial Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Pathway Financial Advisors’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	$18.2M	Buy	406,962 +8,608	+2%	+$396K	2.01%	13
2026 Q2	$18.6M	Sell	398,354 -3,715	-0.9%	-$174K	2.17%	13
2026 Q1	$18.9M	Buy	402,069 +20,145	+5%	+$955K	2.34%	14
2025 Q4	$18.1M	Buy	381,924 +14,960	+4%	+$712K	2.27%	13
2025 Q3	$17.4M	Buy	366,964 +6,464	+2%	+$304K	2.32%	12
2025 Q2	$17M	Buy	360,500 +201,996	+127%	+$9.4M	2.48%	11
2025 Q1	$7.44M	Buy	158,504 +18,151	+13%	+$842K	1.34%	15
2024 Q4	$6.45M	Sell	140,353 -585	-0.4%	-$27.3K	1.48%	12
2024 Q3	$6.76M	Sell	140,938 -355	-0.3%	-$16.8K	1.73%	10
2024 Q2	$6.5M	Buy	141,293 +25,969	+23%	+$1.19M	1.76%	10
2024 Q1	$5.35M	Buy	115,324 +23,988	+26%	+$1.11M	1.45%	13
2023 Q4	$4.28M	Buy	+91,336	New	+$4.11M	1.24%	16

Other funds holding UITB

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Pathway Financial Advisors's UITB Position: Q3 2026 in Review

Pathway Financial Advisors increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 2.2% in Q3 2026, buying an estimated $396K and bringing the position to 406,962 shares worth $18.2M. The position accounts for 2.01% of the portfolio, ranked #13.

Pathway Financial Advisors first reported a position in UITB in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.9M in Q1 2026. 118 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

Pathway Financial Advisors held 406,962 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $18.2M as of Q3 2026.
Pathway Financial Advisors bought 8,608 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $396K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 2.01% of Pathway Financial Advisors's portfolio in Q3 2026, its #13 holding.
Pathway Financial Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Pathway Financial Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $18.9M in Q1 2026.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.