Princeton Global Asset Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Princeton Global Asset Management’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	$559K	Buy	11,936 +2,073	+21%	+$97.1K	0.08%	132
2026 Q1	$464K	Buy	9,863 +809	+9%	+$38.3K	0.08%	137
2025 Q4	$429K	Sell	9,054 -64	-0.7%	-$3.04K	0.07%	143
2025 Q3	$433K	Hold	9,118	–	–	0.07%	141
2025 Q2	$429K	Sell	9,118 -808	-8%	-$37.6K	0.08%	133
2025 Q1	$466K	Buy	9,926 +90	+0.9%	+$4.17K	0.09%	129
2024 Q4	$452K	Buy	9,836 +3,739	+61%	+$175K	0.08%	134
2024 Q3	$292K	Buy	+6,097	New	+$288K	0.06%	160

Other funds holding UITB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

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

Princeton Global Asset Management's UITB Position: Q2 2026 in Review

Princeton Global Asset Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 21% in Q2 2026, buying an estimated $97.1K and bringing the position to 11,936 shares worth $559K. The position accounts for 0.08% of the portfolio, ranked #132.

Princeton Global Asset Management first reported a position in UITB in Q3 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Princeton Global Asset Management held 11,936 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $559K as of Q2 2026.
Princeton Global Asset Management bought 2,073 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $97.1K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.08% of Princeton Global Asset Management's portfolio in Q2 2026, its #132 holding.
Princeton Global Asset Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.