Patriot Financial Group Insurance Agency’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.4M	Sell	29,776 -22,820	-43%	-$1.07M	0.14%	176
2026 Q1	$2.47M	Buy	52,596 +28,100	+115%	+$1.33M	0.14%	179
2025 Q4	$1.16M	Buy	24,496 +2,256	+10%	+$107K	0.14%	187
2025 Q3	$1.06M	Sell	22,240 -4,380	-16%	-$206K	0.14%	189
2025 Q2	$1.25M	Buy	26,620 +2,640	+11%	+$123K	0.14%	172
2025 Q1	$1.13M	Sell	23,980 -7,138	-23%	-$331K	0.15%	168
2024 Q4	$1.43M	Sell	31,118 -111,209	-78%	-$5.2M	0.19%	119
2024 Q3	$6.82M	Buy	142,327 +4,839	+4%	+$229K	0.92%	19
2024 Q2	$6.33M	Sell	137,488 -7,801	-5%	-$357K	0.93%	19
2024 Q1	$6.74M	Buy	145,289 +53,517	+58%	+$2.48M	1.07%	17
2023 Q4	$4.31M	Buy	91,772 +21,528	+31%	+$969K	0.81%	20
2023 Q3	$3.13M	Buy	70,244 +21,132	+43%	+$960K	0.65%	30
2023 Q2	$2.26M	Buy	49,112 +13,670	+39%	+$635K	0.43%	48
2023 Q1	$1.65M	Buy	+35,442	New	+$1.64M	0.34%	65

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

ACG

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

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 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

Patriot Financial Group Insurance Agency's UITB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 43% in Q2 2026, selling an estimated $1.07M and leaving 29,776 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #176.

Patriot Financial Group Insurance Agency first reported a position in UITB in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.82M in Q3 2024. 88 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Patriot Financial Group Insurance Agency held 29,776 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.4M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 22,820 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $1.07M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.14% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #176 holding.
Patriot Financial Group Insurance Agency first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Patriot Financial Group Insurance Agency's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $6.82M in Q3 2024.
88 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.