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Pinnacle Wealth Management Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Pinnacle Wealth Management Group’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
2026
Q2 		$9.14M Buy
180,560
+1,786
+1% +$90.4K 4.26% 4
2026
Q1 		$9.04M Buy
178,774
+19,915
+13% +$1.01M 4.44% 2
2025
Q4 		$8.08M Buy
158,859
+6,785
+4% +$345K 4.03% 4
2025
Q3 		$7.75M Buy
152,074
+6,533
+4% +$332K 3.98% 4
2025
Q2 		$7.4M Buy
145,541
+6,569
+5% +$332K 4.24% 4
2025
Q1 		$7.04M Buy
138,972
+3,825
+3% +$193K 4.91% 4
2024
Q4 		$6.78M Buy
135,147
+9,284
+7% +$468K 4.23% 4
2024
Q3 		$6.4M Buy
+125,863
New +$6.34M 4.04% 4

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Pinnacle Wealth Management Group's USTB Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1% in Q2 2026, buying an estimated $90.4K and bringing the position to 180,560 shares worth $9.14M. The position accounts for 4.26% of the portfolio, ranked #4.

Pinnacle Wealth Management Group first reported a position in USTB in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Pinnacle Wealth Management Group held 180,560 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $9.14M as of Q2 2026.
  • Pinnacle Wealth Management Group bought 1,786 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $90.4K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 4.26% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #4 holding.
  • Pinnacle Wealth Management Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.