PAG
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Private Advisor Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Private Advisor Group’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
Q1 		$4.71M Buy
100,191
+7,165
+8% +$340K 0.02% 661
2025
Q4 		$4.41M Buy
93,026
+2,741
+3% +$130K 0.02% 674
2025
Q3 		$4.29M Buy
90,285
+301
+0.3% +$14.2K 0.02% 688
2025
Q2 		$4.24M Buy
89,984
+1,333
+2% +$62K 0.02% 633
2025
Q1 		$4.16M Sell
88,651
-65,316
-42% -$3.03M 0.03% 603
2024
Q4 		$7.08M Buy
153,967
+13,363
+10% +$624K 0.04% 416
2024
Q3 		$6.74M Buy
140,604
+87,637
+165% +$4.15M 0.04% 417
2024
Q2 		$2.44M Buy
52,967
+992
+2% +$45.4K 0.02% 749
2024
Q1 		$2.41M Buy
51,975
+22,625
+77% +$1.05M 0.02% 725
2023
Q4 		$1.38M Buy
+29,350
New +$1.32M 0.01% 955

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return